Ridge Investment Advisors

RIASEC Registered
Total AUM
$37.6M
Discretionary
$37.6M
100% of AUM
Avg account
$1.5M
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
Brighton, Michigan
CRD number
111997
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.42%
  • Individuals3.58%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ridge Investment Advisors is an independent registered investment adviser owned by an individual and focused on fee-based portfolio management for private clients. The firm serves individuals and families and also provides portfolio management services to small businesses and institutional/business clients. Fees are charged as a percentage of assets under management. Ridge does not present itself as a capital allocator to third-party managers and is not identified as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 5%, US Government Bonds 3%, State & Local Bonds 2%79%
  • Exchange Traded Equities79%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds5%
  • US Government Bonds3%
  • State & Local Bonds2%

Contacts

1 of 1
  • Derek Elleman

    Derek Elleman

    Managing DirectorCRD 7189873

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Brighton, MI

Livingston

Location

Brighton, MI

Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Livingston
Address
748 W Grand River Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth