Ridgeline Public Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Lakewood, Colorado
CRD number
336491
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Ridgeline Public Advisors, LLC is organized as a limited liability company and operates as an independent registered investment adviser under individual ownership. The firm charges clients on a percentage-of-assets-under-management basis. Available records indicate Ridgeline does not present itself as a capital allocator, is not an active ESG investor, and does not act as a pension consultant. It is also not flagged as a multi-state adviser, a related adviser, or a newly formed adviser. Public-facing detail on the firm’s specific advisory services, target client segments, or investment mandates was not provided in the dataset. That absence limits assessment of strategy, client focus, or product offerings beyond the basic organizational and fee structure attributes above.

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

Contacts

3 of 3
  • Brent Turner

    Brent Turner

    Managing DirectorCRD 7123415

  • Cory Gebel

    Cory Gebel

    Managing DirectorCRD 3042866

  • Evan Piper

    Evan Piper

    Associate, Advisor ServicesCRD 8237578

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood, CO

Jefferson

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
165 S Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth