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GREEN RIDGE WEALTH PLANNING LLC
150 River Road
Suite E3
Montville, New Jersey 07045
Tel: 973-554-1770
About GREEN RIDGE WEALTH PLANNING LLC
GREEN RIDGE WEALTH PLANNING LLC, formally registered with the SEC as GREEN RIDGE WEALTH PLANNING LLC. The firm was established in 06/02/2021. They have over 1 offices throughout the country.
GREEN RIDGE WEALTH PLANNING LLC is a Montville, New Jersey based Financial Planning firm with nearly $240,888,774 assets under management, offering retirement planning & investment advisory services to 699 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304236 |
| SEC# | 801-121386 |
| Assets Managed by Firm | $240,888,774 |
| No. of Clients | 699 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 699 | $240,888,774 |
| Individuals (other than high net worth individuals) | 160 | $54,877,332 |
| High net worth individuals | 55 | $168,110,442 |
| Pension and profit sharing plans | 20 | $6,000,000 |
| Charitable organizations | 1 | $4,650,000 |
| Corporations or other businesses | 5 | $7,200,000 |
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