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Vice President, Treasurer, Chief Compliance Officer · Ramsay Stattman Vela & Price Inc

Frederick B. Stattman

CRD 1318053 · Named on Form ADV at one SEC-registered adviser

At a glance

Ramsay Stattman Vela & Price Inc, an SEC-registered wealth manager based in Colorado Springs, CO with $779 million in regulatory assets, lists Frederick B. Stattman on its Form ADV as Vice President, Treasurer, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Frederick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.