100 Larkspur Landing Circle
#203
Larkspur, California 94939
Tel: 415-721-0275
SHIRA RIDGE WEALTH MANAGEMENT, formally registered with the SEC as SHIRA RIDGE WEALTH MANAGEMENT. The firm was established in 04/04/2018. They have over 2 offices throughout the country.
SHIRA RIDGE WEALTH MANAGEMENT is a Larkspur, California based Financial Planning firm with nearly $219,293,617 assets under management, offering retirement planning & investment advisory services to 719 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117627 |
SEC# | 801-112766 |
Assets Managed by Firm | $219,293,617 |
No. of Clients | 719 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 719 | $219,293,617 |
Individuals (other than high net worth individuals) | 124 | $182,138,849 |
High net worth individuals | 117 | $37,012,538 |
Pension and profit sharing plans | 1 | $142,230 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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