Managing Director · Ramsay Stattman Vela & Price Inc
John W. Herdje
CRD 3210335 · 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 John W. Herdje on its Form ADV as Managing Director, a control person.
Firms and roles
- Ramsay Stattman Vela & Price IncManaging DirectorWealth manager · Colorado Springs, CO · $779M in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Steven R. VelaPresident, Ramsay Stattman Vela & Price Inc
- Frederick B. StattmanVice President, Treasurer, Chief Compliance Officer, Ramsay Stattman Vela & Price Inc
- Philip S. PriceVice President/secretary, Ramsay Stattman Vela & Price Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.