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Home > Retirement Planners > tennessee > knoxville > RIDGEPATH CAPITAL MANAGEMENT LLC
RIDGEPATH CAPITAL MANAGEMENT LLC
9202 S. Northshore
Suite 301
Knoxville, Tennessee 37922
Tel: (865) 240-4984
About RIDGEPATH CAPITAL MANAGEMENT LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SELECTION OF OTHER ADVISORS FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (TAX PREPARATION AND PLANNING)
Firm Client Information
| 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 |
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