Overview
Assets Under Management: $223 million
High-Net-Worth Clients: 30
Average Client Assets: $6 million
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