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Home > Retirement Planners > connecticut > stamford > RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
60 Long Ridge Road
Suite 306
Stamford, Connecticut 06902
Tel: 203-595-5535
About RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC, formally registered with the SEC as RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC. The firm was established in 02/24/2017. They have over 1 offices throughout the country.
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $272,889,645 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283786 |
| SEC# | 801-110015 |
| Assets Managed by Firm | $272,889,645 |
| No. of Clients | 105 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 105 | $272,889,645 |
| High net worth individuals | 97 | $202,311,992 |
| Charitable organizations | 2 | $5,527,653 |
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