RAMSEY & ASSOCIATES INC
CRD #109475 SEC #801-56341 SEATTLE, WA 206-324-1950
SEC Registered
Total AUM
$263.4M
Discretionary
$65.4M
Employees
4
Clients
51
Accounts
345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $263.4M | $65.4M | $198M | 4 | 12 |
| Apr 2021 | $238.9M | $63.6M | $175.3M | 6 | 24 |
| Mar 2021 | $238.9M | $63.6M | $175.3M | 6 | 24 |
| Jun 2020 | $225.1M | $62.2M | $162.9M | 6 | 23 |
| Mar 2020 | $225.1M | $62.2M | $162.9M | 6 | 23 |
| Mar 2019 | $200.8M | $56.9M | $143.9M | 6 | 32 |
| Mar 2018 | $205.4M | $54.4M | $151M | 5 | 27 |
| Mar 2017 | $192.3M | $51.9M | $140.3M | 5 | 100 |
| Nov 2016 | $189.1M | $51.6M | $137.5M | 5 | 100 |
| May 2016 | $189.1M | $51.6M | $137.5M | 5 | 100 |
| Mar 2016 | $189.1M | $51.6M | $137.5M | 5 | 100 |
| Mar 2015 | $197.8M | $50M | $147.8M | 5 | 100 |
| Mar 2014 | $193.5M | $41.3M | $152.2M | 5 | 100 |
| Dec 2013 | $169.9M | $39.3M | $130.5M | 6 | 100 |
| Mar 2013 | $169.9M | $39.3M | $130.5M | 6 | 100 |
| Oct 2012 | $154.2M | $36M | $118.3M | 6 | 26 |
| Mar 2012 | $154.2M | $36M | $118.3M | 6 | 26 |
| Mar 2008 | $170.4M | $42.9M | $127.4M | 10 | -- |
| Mar 2007 | $157.9M | $35.8M | $122.1M | 10 | -- |
| Mar 2006 | $140.4M | $32.1M | $108.4M | 10 | -- |
| Mar 2004 | $125.6M | $27.7M | $97.9M | 10 | -- |
| Jan 2004 | $77.9M | $18.5M | $59.4M | 10 | -- |
| Jan 2004 | $77.9M | $18.5M | $59.4M | 10 | -- |
| Apr 2002 | $78.4M | $0 | $78.4M | 10 | -- |
| Oct 2001 | $88.7M | $0 | $88.7M | 10 | -- |
DateMar 2022
Total AUM$263.4M
Discretionary$65.4M
Non-Disc.$198M
Employees4
Clients12
DateApr 2021
Total AUM$238.9M
Discretionary$63.6M
Non-Disc.$175.3M
Employees6
Clients24
DateMar 2021
Total AUM$238.9M
Discretionary$63.6M
Non-Disc.$175.3M
Employees6
Clients24
DateJun 2020
Total AUM$225.1M
Discretionary$62.2M
Non-Disc.$162.9M
Employees6
Clients23
DateMar 2020
Total AUM$225.1M
Discretionary$62.2M
Non-Disc.$162.9M
Employees6
Clients23
DateMar 2019
Total AUM$200.8M
Discretionary$56.9M
Non-Disc.$143.9M
Employees6
Clients32
DateMar 2018
Total AUM$205.4M
Discretionary$54.4M
Non-Disc.$151M
Employees5
Clients27
DateMar 2017
Total AUM$192.3M
Discretionary$51.9M
Non-Disc.$140.3M
Employees5
Clients100
DateNov 2016
Total AUM$189.1M
Discretionary$51.6M
Non-Disc.$137.5M
Employees5
Clients100
DateMay 2016
Total AUM$189.1M
Discretionary$51.6M
Non-Disc.$137.5M
Employees5
Clients100
DateMar 2016
Total AUM$189.1M
Discretionary$51.6M
Non-Disc.$137.5M
Employees5
Clients100
DateMar 2015
Total AUM$197.8M
Discretionary$50M
Non-Disc.$147.8M
Employees5
Clients100
DateMar 2014
Total AUM$193.5M
Discretionary$41.3M
Non-Disc.$152.2M
Employees5
Clients100
DateDec 2013
Total AUM$169.9M
Discretionary$39.3M
Non-Disc.$130.5M
Employees6
Clients100
DateMar 2013
Total AUM$169.9M
Discretionary$39.3M
Non-Disc.$130.5M
Employees6
Clients100
DateOct 2012
Total AUM$154.2M
Discretionary$36M
Non-Disc.$118.3M
Employees6
Clients26
DateMar 2012
Total AUM$154.2M
Discretionary$36M
Non-Disc.$118.3M
Employees6
Clients26
DateMar 2008
Total AUM$170.4M
Discretionary$42.9M
Non-Disc.$127.4M
Employees10
Clients--
DateMar 2007
Total AUM$157.9M
Discretionary$35.8M
Non-Disc.$122.1M
Employees10
Clients--
DateMar 2006
Total AUM$140.4M
Discretionary$32.1M
Non-Disc.$108.4M
Employees10
Clients--
DateMar 2004
Total AUM$125.6M
Discretionary$27.7M
Non-Disc.$97.9M
Employees10
Clients--
DateJan 2004
Total AUM$77.9M
Discretionary$18.5M
Non-Disc.$59.4M
Employees10
Clients--
DateJan 2004
Total AUM$77.9M
Discretionary$18.5M
Non-Disc.$59.4M
Employees10
Clients--
DateApr 2002
Total AUM$78.4M
Discretionary$0
Non-Disc.$78.4M
Employees10
Clients--
DateOct 2001
Total AUM$88.7M
Discretionary$0
Non-Disc.$88.7M
Employees10
Clients--