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Home > Retirement Planners > georgia > alpharetta > RIDGE CAPITAL MANAGEMENT, LLC
RIDGE CAPITAL MANAGEMENT, LLC
5900 Windward Parkway
Suite 120
Alpharetta, Georgia 30005
Tel: 770-516-7747
About RIDGE CAPITAL MANAGEMENT, LLC
RIDGE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as RIDGE CAPITAL MANAGEMENT, LLC. The firm was established in 03/08/2022. They have over 2 offices throughout the country.
RIDGE CAPITAL MANAGEMENT, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $131,829,552 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127200 |
| SEC# | 801-123375 |
| Assets Managed by Firm | $131,829,552 |
| No. of Clients | 269 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 269 | $131,829,552 |
| Individuals (other than high net worth individuals) | 214 | $36,779,956 |
| High net worth individuals | 50 | $91,907,700 |
| Corporations or other businesses | 5 | $3,141,896 |
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