Ridgeline Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298744
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.95%
- Individuals23.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ridgeline Asset Management, LLC is a small, owner-operated RIA focused on portfolio management for individuals and small businesses. The firm operates as an LLC and charges clients a percentage of assets under management. Its client base is primarily individual and family accounts; the adviser does not market itself as a multi-state adviser, pension consultant, or ESG-focused investor. Ridgeline’s advisory activities are concentrated on discretionary portfolio management rather than institutional capital allocation.
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
- Non-Exchange Traded Equities33%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds23%
- State & Local Bonds12%
- Private Funds3%
Contacts
1 of 1Travis Cook
Investment Advisor RepresentativeCRD 3019217
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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