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Building 2RIDGEPATH CAPITAL MANAGEMENT LLC

Map pinKNOXVILLE, TN
Phone(865) 240-4984
NotebookSEC #801-119002
Total AUM
$358.9M
Employees
5
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9202 S. NORTHSHORE
SUITE 301
KNOXVILLE
TN 37922
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(865) 240-4984

ReceiptFinancials

Total AUM
$358.9M
Accounts
338
Discretionary
$358.9M
Accounts
338
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$11.3M
HNW Individual Clients
70
AUM
$304.9M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
8
AUM
$40.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND PLANNING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTN

HandshakeAffiliates

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

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