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Ryan Ren

23 Years of Experience
Salt Lake City, UT
Broker

Ryan Ren is a registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 244 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
244 clients
Average Client Portfolio
$114.4M average
Assets Under Management
$27.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Wasatch Global Investors manages investments for mutual funds and separate accounts. Fees for mutual funds vary depending on the fund, ranging from 0.50% to 1.75% of assets managed annually. Separate account fees are based on a percentage of assets managed and can be negotiated depending on the account size and investment style. Some separate accounts may also have performance-based fees.

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Location

505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ryan works as a Regional Vice President at Wasatch Advisors LP since 2005. This investment-related activity takes nearly full-time hours, with most of that time during trading hours.

Employment History
Current Registrations
Wasatch Advisors LP
July 2005 - Present · 20 yrs 10 mos
Alps Distributors, INC.Broker
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2002 - October 2004 · 2 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
March 1999 - October 1999 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 1999 - October 1999 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.