VISION RIDGE PARTNERS, LLC

1011 Walnut Street
Suite 400
Boulder, Colorado 80302
Tel: 720-616-6506

About VISION RIDGE PARTNERS, LLC

VISION RIDGE PARTNERS, LLC, formally registered with the SEC as VISION RIDGE PARTNERS, LLC. The firm was established in 08/01/2017. They have over 4 offices throughout the country.

VISION RIDGE PARTNERS, LLC is a Boulder, Colorado based Financial Planning firm with nearly $3,959,340,434 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174836
SEC#	801-110951
Assets Managed by Firm	$3,959,340,434
No. of Clients	20
No. of Advisors	34

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$3,959,340,434
Charitable organizations	Fewer than 5 clients	$35,628,339

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