Eldridge Investment Advisors Inc
Firm details
- Headquarters
- Manchester, New Hampshire
- CRD number
- 106380
- Registered since
- August 19, 1992
- Website
- www.eldridgeco.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.48%
- Pension & Profit Sharing Plans22%
- Individuals11.83%
- Charitable Organizations2.2%
- Corporations / Businesses0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Eldridge Investment Advisors Inc. is an independent registered investment adviser that has been SEC-registered since 1992 and is owned by an individual. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its clientele spans high-net-worth individuals and families as well as institutional and business accounts. Advisory services listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 8
Eric Putney
Vice President, Financial AdvisorCRD 4410867
Stephen Murray
Client Portfolio ManagerCRD 3179019
Craig Garner
Financial AdvisorCRD 5739222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$541M in ETFs
51%
$276M
35%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $46.7M | 328,100 | 8.64% |
Location
Manchester, NH
Hillsborough
Location
Manchester, NH
Headquartered in Manchester, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 686 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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