Overview
Assets Under Management: $223 million
High-Net-Worth Clients: 30
Average Client Assets: $6 million
Frequently Asked Questions
RIDGE CREEK GLOBAL, INC. 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 #106992), RIDGE CREEK GLOBAL, INC. is subject to fiduciary duty under federal law.
RIDGE CREEK GLOBAL, INC. serves 30 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, RIDGE CREEK GLOBAL, INC. offers portfolio management for individuals. View all service details ↓
RIDGE CREEK GLOBAL, INC. manages $223 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, RIDGE CREEK GLOBAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.08
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 51
Discretionary Accounts: 49
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 106992
Last Filing Date: 2025-02-26 00:00:00
Website: https://ridgecreekglobal.com