Blue Ronald & Co LLC is a large advisory firm based in Atlanta. It manages $2.28 billion of regulatory assets for 5,979 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 41 other states.
Blue Ronald & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Blue Ronald & Co LLC is $2.28 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Blue Ronald & Co LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Paul Douglas Wilson has been acting as President since 1 Jan 2000. Thomas Edward Larkin joined the executive team most recently as the Executive Vice President.
The principal office where Blue Ronald & Co LLC performs its advisory services is located at 1100 Johson Ferry Rd Suite 600, Atlanta, GA 30342, which is also the mailing address of the firm. An additional office of the firm is in Indianapolis, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-705-7000 or by fax 404-705-7045. The normal business hours are 8:00-5:30 on Monday - Friday. You can find more information about the New York firm at www.ronblue.com.