Ridge Investment Advisors
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 111997
- Website
- www.ridgeinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.42%
- Individuals3.58%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ridge Investment Advisors is an independent, individually owned registered adviser that works primarily with individual and family clients. The firm manages portfolios on a fee basis tied to assets under management and provides discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Ridge does not position itself as an ESG-focused investor.
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 Equities79%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds5%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
1 of 1
Derek Elleman
Managing DirectorCRD 7189873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 748 W Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Forever Young Integrated Wealth
RIABrighton, MI
Castle Wealth Group Investments LLC
RIABrighton, MI
Wealth & Wellness Group, LLC
RIABrighton, MI
Strickler Investment Services, LLC
RIABrighton, MI
Pinnacle Wealth Management, Inc.
RIABrighton, MI
A Smarter Way to Invest
RIABrighton, MI