William Ramsdell (CRD# 1510468) is an Investment Advisor Representative working at Ramsdell Capital Management, LLC in San Francisco, CA and has over 37 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ramsdell Capital Management | San Francisco, CA | Nov 1999 - Current | 24 |
| Ramsdell Group | San Francisco, CA | Nov 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1986 |
- CA
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$1,037,375
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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