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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