Capridge Advisors
Firm details
- Headquarters
- ,
- CRD number
- 330404
- Website
- capridgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.51%
- Individuals43.49%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Capridge Advisors is an independent registered investment adviser organized as an LLC that serves individual and family clients. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed fees. Capridge does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1
Michael Pidhirskyj
PresidentCRD 4605571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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