101 S. Tryon Street
Suite 3400
Charlotte, North Carolina 28280
Tel: 704/944-0914
RIDGEMONT PARTNERS MANAGEMENT, LLC, formally registered with the SEC as RIDGEMONT PARTNERS MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
RIDGEMONT PARTNERS MANAGEMENT, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $9,676,520,191 assets under management, offering retirement planning & investment advisory services to 29 clients. The firm is staffed with 54 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 157421 |
SEC# | 801-73313 |
Assets Managed by Firm | $9,676,520,191 |
No. of Clients | 29 |
No. of Advisors | 54 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 29 | $9,676,520,191 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$714,587,898,072 | 76254 | 1338 | |
$367,167,074,976 | 4060 | 932 | |
$273,040,118,322 | 333 | 1029 | |
$235,232,798,890 | 7030 | 418 | |
$62,841,626,948 | 3390 | 180 |
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