Overview
Assets Under Management: $1.2 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 232
Average Client Assets: $4.3 million
Frequently Asked Questions
EAGLE RIDGE INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147824), EAGLE RIDGE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
EAGLE RIDGE INVESTMENT MANAGEMENT LLC is headquartered in STAMFORD, CT.
EAGLE RIDGE INVESTMENT MANAGEMENT LLC serves 232 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, EAGLE RIDGE INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EAGLE RIDGE INVESTMENT MANAGEMENT LLC manages $1.2 billion in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, EAGLE RIDGE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.37%
Average Client Assets: $4.3 million
Total Client Accounts: 919
Discretionary Accounts: 878
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 147824
Filing ID: 1832237
Last Filing Date: 2024-03-13 11:05:00