Blue Ronald & Co LLC (Atlanta)

Name: Blue Ronald & Co LLC
Address: 1100 Johson Ferry Rd Suite 600, Atlanta, GA, 30342
Telephone: 404-705-7000

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.

Blue Ronald &: assets under management

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 firm manages $2.28 billion in discretionary accounts and $3.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.87 thousand.

Fees & Commissions

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.

Careers at Blue Ronald & Co LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Wayne Blue	Chief executive officer	1 Nov 1979	25% - 50%	1828189
C Scott Houser	Chief compliance officer	1 Jan 1983	Other	1800884
Wendel Kent Blue	Treasurer	1 Oct 1990	Other	2169249
Thomas Edward Larkin	Executive vice president	1 Apr 1994	Other	4299090
Paul Douglas Wilson	President/coo	1 Jan 2000	Other	4299091

Based in Atlanta

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.