Ramsdell Capital Management

Ramsdell Capital Management (CRD# 134297) is a financial advisory firm headquartered in San Francisco, CA. They manage $27,182,467 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $271,825
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ramsdell Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
William B. Ramsdell
CRD#: 1510468
505 Montgomery Street, Suite 1058, San Francisco, CA 94111
96
Wealthminder
score

William Ramsdell (CRD# 1510468) is an Investment Advisor Representative working at Ramsdell Capital Management in San Francisco, CA and has over 31 years of experience in the finance industry.

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