Ratner & Associates, LLC

Ratner & Associates, LLC (CRD# 149359) is a financial advisory firm headquartered in , . They manage $4,500,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $375,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Ratner & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William I. Ratner
CRD#: 5432465
San Diego, CA
73
Wealthminder
score

William Ratner (CRD# 5432465) is an Investment Advisor Representative working at Ratner & Associates, LLC in San Diego, CA and has over 8 years of experience in the finance industry.

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