Overview
Assets Under Management: $332 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 60
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.21
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 302
Discretionary Accounts: 302
Regulatory Filings
CRD Number: 283343
Last Filing Date: 2025-01-15 00:00:00
Website: https://ridgepathcapital.com