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Building 2EAGLE RIDGE INVESTMENT MANAGEMENT LLC

Map pinSTAMFORD, CT
Phone203-227-4515
NotebookSEC #801-69450
Total AUM
$1.2B
Employees
13
Clients
391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 HIGH RIDGE PARK
3RD FLOOR
STAMFORD
CT 06905-1325
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
203-227-4515

ReceiptFinancials

Total AUM
$1.2B
Accounts
919
Discretionary
$1.1B
Accounts
878
Non-Discretionary
$81.1M
Accounts
41

ContactClients

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Individual Clients
141
AUM
$57.5M
HNW Individual Clients
232
AUM
$1B
Pension/Profit Sharing Plan Clients
5
AUM
$20M
Charitable Organization Clients
11
AUM
$75.8M
Corporation or Business Clients
2
AUM
$5.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
COMMENTARIES, BLOGPOSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNHNJNYOHPATXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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