Overview
Assets Under Management: $165 million
Headquarters: PIKESVILLE, MD
High-Net-Worth Clients: 37
Average Client Assets: $3.6 million
Frequently Asked Questions
THE PARKRIDGE COMPANIES, LLC 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 #294458), THE PARKRIDGE COMPANIES, LLC is subject to fiduciary duty under federal law.
THE PARKRIDGE COMPANIES, LLC is headquartered in PIKESVILLE, MD.
THE PARKRIDGE COMPANIES, LLC serves 37 high-net-worth clients according to their SEC filing dated November 08, 2018. View client details ↓
According to their SEC Form ADV, THE PARKRIDGE COMPANIES, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
THE PARKRIDGE COMPANIES, LLC manages $165 million in client assets according to their SEC filing dated November 08, 2018.
According to their SEC Form ADV, THE PARKRIDGE COMPANIES, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.69%
Average Client Assets: $3.6 million
Total Client Accounts: 49
Discretionary Accounts: 49
Regulatory Filings
CRD Number: 294458
Filing ID: 1250567
Last Filing Date: 2018-11-08 14:40:00