RYAN HERITAGE, LLP
CRD #317097 SEC #801-122617 SADDLE BROOK, NJ 201-556-0092
SEC Registered
Total AUM
$25.6M
Discretionary
$25.6M
Employees
7
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $25.6M | $25.6M | $0 | 7 | 0 |
| Apr 2024 | $16.7M | $16.7M | $0 | 7 | 0 |
| Apr 2024 | $16.7M | $16.7M | $0 | 7 | 0 |
| Jan 2024 | $16.7M | $16.7M | $0 | 7 | 0 |
| Jan 2023 | $7.4M | $7.4M | $0 | 7 | 0 |
DateMar 2025
Total AUM$25.6M
Discretionary$25.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$7.4M
Discretionary$7.4M
Non-Disc.$0
Employees7
Clients0