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Building 2PARK RIDGE ASSET MANAGEMENT

Map pinRALEIGH, NC
Phone919-896-6150
NotebookSEC #801-113538
Total AUM
$190.9M
Employees
3
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8317 SIX FORKS ROAD
SUITE 203
RALEIGH
NC 27615
United States
Operating Hours
8:30 A.M. TO 4:30 P.M.
Monday - Friday
Phone
919-896-6150

ReceiptFinancials

Total AUM
$190.9M
Accounts
516
Discretionary
$185.2M
Accounts
514
Non-Discretionary
$5.7M
Accounts
2

ContactClients

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Individual Clients
112
AUM
$29.5M
HNW Individual Clients
112
AUM
$150.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Corporation or Business Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNHOHTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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