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Building 2RIDGEGATE ADVISORS, LLC

Map pinENGLEWOOD, CO
Phone303-791-2253
NotebookSEC #801-133986
Total AUM
$119M
Employees
11
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8310 S VALLEY HIGHWAY
SUITE 480
ENGLEWOOD
CO 80112
United States
Operating Hours
BY APPOINTMENT
BY APPT
Phone
303-791-2253

ReceiptFinancials

Total AUM
$119M
Accounts
536
Discretionary
$109.4M
Accounts
514
Non-Discretionary
$9.5M
Accounts
22

ContactClients

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Individual Clients
172
AUM
$55.4M
HNW Individual Clients
27
AUM
$62.7M
Pension/Profit Sharing Plan Clients
3
AUM
$548.5K
Corporation or Business Clients
4
AUM
$282.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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