National Retirement Planning Experts

National Coverage
Local Professionals

RIDGEMONT PARTNERS MANAGEMENT, LLC

101 S. Tryon Street
Suite 3400
Charlotte, North Carolina 28280
Tel: 704/944-0914

Need a Financial Advisor?
Compare Vetted Advisors

About RIDGEMONT PARTNERS MANAGEMENT, LLC

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 $7,634,744,615 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 58 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157421
SEC#801-73313
Assets Managed by Firm$7,634,744,615
No. of Clients33
No. of Advisors58

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

Firm Client Information

No. of ClientsAUM
Firm Total33$7,634,744,615

More Retirement Planning firms in Charlotte, North Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Charlotte, North Carolina