Tower Ridge Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 340348
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.32%
- Individuals21.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tower Ridge Investment Management LLC is a small, privately owned limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage of assets under management and reports its advisory work as discretionary portfolio management. It does not identify itself as an active ESG investor, a pension consultant, a capital allocator, or a related adviser, and it is not registered as a multi-state adviser in the provided data.
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Brandon Fluegel
Managing Member, Portfolio ManagerCRD 6019574
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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