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Building 2RIDGELINE WEALTH PLANNING LLC

Map pinCENTERVILLE, OH
Phone(937)-739-3744
NotebookSEC #801-129850
Total AUM
$259.6M
Employees
10
Clients
443

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1700 LYONS ROAD, SUITE B
CENTERVILLE
OH 45458
United States
Operating Hours
9:00AM -4:00PM
Monday - Friday
Phone
(937)-739-3744

ReceiptFinancials

Total AUM
$259.6M
Accounts
1,452
Discretionary
$259.3M
Accounts
1,439
Non-Discretionary
$243.1K
Accounts
13

ContactClients

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Individual Clients
346
AUM
$96.2M
HNW Individual Clients
90
AUM
$159.5M
Pension/Profit Sharing Plan Clients
1
AUM
$243.1K
Charitable Organization Clients
2
AUM
$2.8M
Corporation or Business Clients
4
AUM
$897.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYMINCOHPATX

HandshakeAffiliates

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

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