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RIDGELEIGH CAPITAL
19 Beechwood Road
3rd Floor
Summit, New Jersey 07901
Tel: 908-373-2520
About RIDGELEIGH CAPITAL
RIDGELEIGH CAPITAL, formally registered with the SEC as RIDGELEIGH CAPITAL. The firm was established in 06/30/2014. They have over 1 offices throughout the country.
RIDGELEIGH CAPITAL is a Summit, New Jersey based Financial Planning firm with nearly $859,366,229 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171905 |
| SEC# | 801-79971 |
| Assets Managed by Firm | $859,366,229 |
| No. of Clients | 6 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $859,366,229 |
| Charitable organizations | Fewer than 5 clients | $125,068,983 |
| Corporations or other businesses | Fewer than 5 clients | $694,970,359 |
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|---|---|---|---|
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