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NORTH RIDGE
8285 Sw Nimbus Avenue
Suite 155
Beaverton, Oregon 97008
Tel: 503-206-8784
About NORTH RIDGE
NORTH RIDGE, formally registered with the SEC as NORTH RIDGE. The firm was established in 06/24/2021. They have over 1 offices throughout the country.
NORTH RIDGE is a Beaverton, Oregon based Financial Planning firm with nearly $163,962,204 assets under management, offering retirement planning & investment advisory services to 543 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157516 |
| SEC# | 801-121589 |
| Assets Managed by Firm | $163,962,204 |
| No. of Clients | 543 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 543 | $163,962,204 |
| Individuals (other than high net worth individuals) | 72 | $25,277,716 |
| High net worth individuals | 40 | $137,212,268 |
| Charitable organizations | 2 | $1,472,220 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
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| $6,856,132,947 | 1409 | 17 |
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