Ridgeline Public Advisors, LLC

RIASEC 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 organized as a limited liability company and operates as an independent registered investment adviser under individual ownership. The firm charges clients on a percentage-of-assets-under-management basis. The record indicates Ridgeline is not a capital allocator, is not identified as an active ESG investor, and is not registered as a multistate adviser. The firm's SEC registration year and specific business or advisory activity descriptions are not provided in the available record.

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