Overview
Assets Under Management: $187 million
Headquarters: BELLAIRE, TX
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 401
Non-Discretionary Accounts: 401
Regulatory Filings
CRD Number: 113848
Last Filing Date: 2024-03-28 00:00:00
Website: https://ridgebackcm.com