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Building 2RIDGELINE PRIVATE WEALTH

Map pinMESA, AZ
Phone480-779-0127
NotebookSEC #801-128531
Total AUM
$172.8M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2929 N POWER RD, STE 101
MESA
AZ 85215
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
480-779-0127
Other Offices
2

ReceiptFinancials

Total AUM
$172.8M
Accounts
627
Discretionary
$168.7M
Accounts
596
Non-Discretionary
$4.1M
Accounts
31

ContactClients

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Individual Clients
125
AUM
$38.7M
HNW Individual Clients
60
AUM
$134M
Corporation or Business Clients
1
AUM
$15.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLGAILTXWI

HandshakeAffiliates

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

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