Astor Ridge N.A. LLP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Rumson, New Jersey
CRD number
282626
Registered since
August 24, 2016

Firm profile

FINTRX

Overview

Astor Ridge N.A. LLP is organized as a partnership and appears on SEC records as registered in 2016. Ownership is described as a combination of a foreign entity and an individual. The firm is classified as "unclassified" in the available snapshot. Public filings and the snapshot provide few operational details. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Key fields such as client types, advisory activities, and fee structure were not disclosed in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Wentzell

    CEOCRD 2519139

Contacts

3 of 6
  • John Gray

    FinOpCRD 1367440

  • David Parks

    Bond SalesCRD 1579053

  • James Lockard

    James Lockard

    Founding PartnerCRD 1580517

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rumson, NJ

Monmouth

Location

Rumson, NJ

Headquartered in Rumson, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
60 Rumson Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth