Overview
Assets Under Management: $241 million
Headquarters: MONTVILLE, NJ
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Frequently Asked Questions
GREEN RIDGE WEALTH PLANNING 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 #304236), GREEN RIDGE WEALTH PLANNING LLC is subject to fiduciary duty under federal law.
GREEN RIDGE WEALTH PLANNING LLC is headquartered in MONTVILLE, NJ.
GREEN RIDGE WEALTH PLANNING LLC serves 58 high-net-worth clients according to their SEC filing dated April 05, 2024. View client details ↓
According to their SEC Form ADV, GREEN RIDGE WEALTH PLANNING LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GREEN RIDGE WEALTH PLANNING LLC manages $241 million in client assets according to their SEC filing dated April 05, 2024.
According to their SEC Form ADV, GREEN RIDGE WEALTH PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 699
Discretionary Accounts: 690
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 304236
Last Filing Date: 2024-04-05 00:00:00
Website: https://grwealthplan.com