RIDGEBACK FINANCIAL LLC

Overview

Ridgeback Financial LLC is an independent RIA serving individual and family clients with a compact, advisory-focused model. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges both a percentage-of-AUM fee and hourly fees, and operates as a discretionary manager for its client base. Investment activity centers on publicly available pooled vehicles—primarily mutual funds—rather than direct security selection or large-scale balance sheet investments. Ridgeback is not positioned as a capital allocator and does not identify as an active ESG investor. For client custody and execution it relies on Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices