Ryan Heritage, LLP
Ryan Heritage, LLP is an SEC-registered ria in Saddle Brook, NJ with $18.8M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Ryan Heritage, LLP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317097, SEC 801-122617, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $18.8M (2026-03-27)
- Firm type
- Ria
- Location
- Saddle Brook, NJ
- Employees
- 7
- CRD
- 317097
- Ownership
- DAKOS, ANDREW, (NMN); GOLDSTEIN, PHILLIP, FRANKLIN; DARLING, STEPHANIE, LYNNE
How much AUM does Ryan Heritage, LLP have?
Ryan Heritage, LLP reported $18.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Ryan Heritage, LLP?
Disclosed owners and executives of Ryan Heritage, LLP include DAKOS, ANDREW, (NMN), GOLDSTEIN, PHILLIP, FRANKLIN, DARLING, STEPHANIE, LYNNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.