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SHIRA RIDGE WEALTH MANAGEMENT
999 Fifth Avenue
Suite 590
San Rafael, California 94901
Tel: 415-721-0275
About SHIRA RIDGE WEALTH MANAGEMENT
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 San Rafael, California based Financial Planning firm with nearly $323,442,194 assets under management, offering retirement planning & investment advisory services to 829 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117627 |
| SEC# | 801-112766 |
| Assets Managed by Firm | $323,442,194 |
| No. of Clients | 829 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 829 | $323,442,194 |
| Individuals (other than high net worth individuals) | 148 | $63,787,698 |
| High net worth individuals | 125 | $257,438,621 |
| Pension and profit sharing plans | 3 | $1,779,276 |
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