Eldridge Investment Advisors Inc
Firm details
- Headquarters
- Manchester, New Hampshire
- CRD number
- 106380
- Registered since
- August 19, 1992
- Website
- www.eldridgeco.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.48%
- Pension & Profit Sharing Plans22%
- Individuals11.83%
- Charitable Organizations2.2%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Eldridge Investment Advisors Inc is an independent, SEC-registered registered investment adviser (since 1992) organized as a corporation and owned by an individual. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services, as reported on its Form ADV, include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Eldridge identifies itself as a capital allocator and does not position as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 8
Eric Putney
Vice President, Financial AdvisorCRD 4410867
Stephen Murray
Client Portfolio ManagerCRD 3179019
Craig Garner
Financial AdvisorCRD 5739222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$598M in ETFs
51%
$307M
35%
$291M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $54.3M | 330,853 | 9.08% |
Location
Manchester, NH
Hillsborough
Location
Manchester, NH
Headquartered in Manchester, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 686 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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