ROARK RIDGE ADVISORY

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
338096
Fee structure
Other
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

Roark Ridge Advisory operates as a limited liability company focused on providing financial advisory services. The firm engages in educational seminars and workshops, aiming to enhance clients' understanding of financial management and investment strategies. While the firm does not classify itself under a specific category, it emphasizes a commitment to client education rather than traditional asset management or capital allocation.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • DARA ALBRIGHT

    Founder & Managing MemberCRD 2221847

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

DEKALB

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
DEKALB
Address
8735 Dunwoody Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth