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RIDGEWOOD INVESTMENTS
623 Morris Avenue
Springfield, New Jersey 07081
Tel: 973-544-6970
About RIDGEWOOD INVESTMENTS
RIDGEWOOD INVESTMENTS, formally registered with the SEC as RIDGEWOOD INVESTMENTS. The firm was established in 03/23/2006. They have over 4 offices throughout the country.
RIDGEWOOD INVESTMENTS is a Springfield, New Jersey based Financial Planning firm with nearly $325,692,539 assets under management, offering retirement planning & investment advisory services to 539 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121220 |
| SEC# | 801-66378 |
| Assets Managed by Firm | $325,692,539 |
| No. of Clients | 539 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 539 | $325,692,539 |
| Individuals (other than high net worth individuals) | 92 | $44,403,727 |
| High net worth individuals | 68 | $167,845,036 |
| Pension and profit sharing plans | 27 | $27,061,831 |
| Corporations or other businesses | 40 | $46,387,714 |
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