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RIDGELEIGH CAPITAL

19 Beechwood Road
3rd Floor
Summit, New Jersey 07901
Tel: 908-373-2520

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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 StatusApproved
Firm CRD#171905
SEC#801-79971
Assets Managed by Firm$859,366,229
No. of Clients6
No. of Advisors1

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 ClientsAUM
Firm Total6$859,366,229
Charitable organizationsFewer than 5 clients$125,068,983
Corporations or other businessesFewer than 5 clients$694,970,359

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