Carter Ridge Strategic Advisors
Firm details
- Headquarters
- ,
- CRD number
- 322160
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.82%
- Individuals24.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Carter Ridge Strategic Advisors is a small, LLC-structured advisory practice that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with an insurance brokerage practice. Its fee arrangements include a percentage of assets under management, hourly fees, and fixed fees. The adviser is not positioned as a capital allocator or pension consultant, does not describe itself as an active ESG investor, and is not 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 Equities70%
- Cash & Cash Equivalents30%
Owners & executives
1 of 1Ralph Marra
Financial Advisor, Chief Compliance OfficerCRD 2128560
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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