Overview
Assets Under Management: $105 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 69
Average Client Assets: $1.0 million
Frequently Asked Questions
PARK RIDGE ASSET MANAGEMENT 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 #147827), PARK RIDGE ASSET MANAGEMENT is subject to fiduciary duty under federal law.
PARK RIDGE ASSET MANAGEMENT is headquartered in RALEIGH, NC.
PARK RIDGE ASSET MANAGEMENT serves 69 high-net-worth clients according to their SEC filing dated July 09, 2018. View client details ↓
According to their SEC Form ADV, PARK RIDGE ASSET MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PARK RIDGE ASSET MANAGEMENT manages $105 million in client assets according to their SEC filing dated July 09, 2018.
According to their SEC Form ADV, PARK RIDGE ASSET MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.58%
Average Client Assets: $1.0 million
Total Client Accounts: 175
Discretionary Accounts: 172
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 147827
Filing ID: 1228263
Last Filing Date: 2018-07-09 10:41:00