|
⚲
|
| Ridge Creek Global Inc
✚
| |
|---|---|
| CRD # | 106992 |
| SEC # | 801-37622 |
| CIK # | |
| AUM | $202.0 MM (2024-03-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 440-572-5733 |
| Address | 17520 Ridge Creek Road Strongsville, OH 44136 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 7.6 |
| (b) Individuals (high net worth individuals) | 36 | 169.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 25.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 202.0 |
| By Discretionary | ||
| Discretionary | 49 | 177.2 |
| Non-Discretionary | 2 | 24.9 |
| Total | 51 | 202.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.0 | |
| Total | 51 | 202.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guidestream Financial Inc
✚
|
MI | 0.2 |
|
Capitol Financial Consultants Inc
✚
|
VA | 0.2 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.2 |
|
Keating Wealth Management LLC
✚
|
CO | 0.2 |
|
Luminvest Wealth Management LLC
✚
|
AZ | 0.2 |
|
Legal Advantage Investments Inc
✚
|
CA | 0.2 |
|
Pillar Wealth Management LLC
✚
|
FL | 0.2 |
|
Guardian Wealth Management Inc
✚
|
TN | 0.2 |
|
Garland Capital Management Inc
✚
|
WA | 0.2 |
|
Red Spruce Capital LLC
✚
|
PA | 0.2 |