Ridgeline Public Advisors, LLC
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 336491
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Brent Turner
Managing DirectorCRD 7123415

Cory Gebel
Managing DirectorCRD 3042866

Evan Piper
Associate, Advisor ServicesCRD 8237578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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