9202 S. Northshore
Suite 301
Knoxville, Tennessee 37922
Tel: (865) 240-4984
RIDGEPATH CAPITAL MANAGEMENT LLC, formally registered with the SEC as RIDGEPATH CAPITAL MANAGEMENT LLC. The firm was established in 07/13/2020. They have over 1 offices throughout the country.
RIDGEPATH CAPITAL MANAGEMENT LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $331,605,533 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283343 |
SEC# | 801-119002 |
Assets Managed by Firm | $331,605,533 |
No. of Clients | 302 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 302 | $331,605,533 |
Individuals (other than high net worth individuals) | 50 | $14,031,218 |
High net worth individuals | 60 | $279,242,819 |
Charitable organizations | 1 | $1,963,032 |
Corporations or other businesses | 7 | $36,368,464 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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