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Ray Ramos Bartolome

Chief Operating OfficerFalcon Wealth Planning, Inc.CRD 3214117

About Ray Ramos Bartolome

Ray Ramos Bartolome is listed as Chief Operating Officer at Falcon Wealth Planning, Inc. in Ontario, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Falcon Wealth Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ray Ramos Bartolome work?

Ray Ramos Bartolome is listed as Chief Operating Officer at Falcon Wealth Planning, Inc. on SEC Form ADV.

How much of Falcon Wealth Planning, Inc. does Ray Ramos Bartolome own?

Form ADV reports a beneficial ownership band of Under 5%.

Falcon Wealth Planning, Inc.

TitleChief Operating Officer
OwnershipUnder 5%
Control personNo
Since2021