Ridgeline Public Advisors, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Lakewood, Colorado
CRD number
336491
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Ridgeline Public Advisors, LLC is an independent, individually owned limited liability company operating as a registered investment adviser at the state level in Colorado. The firm bills clients on a percentage-of-assets-under-management basis. Public data indicate it does not position itself as a capital allocator, and it does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available information on the firm’s business activities and client segmentation is limited; what is clear is a lean, single-owner operating model rather than a networked or multi-branch advisory enterprise.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Brent Turner

    Brent Turner

    Managing DirectorCRD 7123415

  • Cory Gebel

    Cory Gebel

    Managing DirectorCRD 3042866

  • Evan Piper

    Evan Piper

    Associate, Advisor ServicesCRD 8237578

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lakewood, CO

Jefferson

Location

Lakewood, CO

Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Jefferson
Address
165 S Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth