|
⚲
|
| Ridge Creek Global Inc
✚
|
|
|---|---|
| CRD # | 106992 |
| SEC # | 801-37622 |
| CIK # | |
| AUM | $242.5 MM (2023-03-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 440-572-5733 |
| Address | 17520 Ridge Creek Road Strongsville, OH 44136 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 6.6 |
| (b) Individuals (high net worth individuals) | 38 | 190.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 45.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 242.5 |
| By Discretionary | ||
| Discretionary | 53 | 219.9 |
| Non-Discretionary | 2 | 22.6 |
| Total | 55 | 242.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.5 | |
| Total | 55 | 242.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Taylor Securities Inc
✚
|
TN | 0.2 |
|
Westbourne Investment Advisors Inc
✚
|
MD | 0.2 |
|
Antman Lester Murray
✚
|
CA | 0.2 |
|
1 North Wealth Services LLC
✚
|
MD | 0.2 |
|
TSA Wealth Management LLC
✚
|
TX | 0.2 |
|
ICW Investment Advisors LLC
✚
|
AZ | 0.2 |
|
Slagle Financial LLC
✚
|
IL | 0.2 |
|
Goepper Burkhardt LLC
✚
|
SC | 0.2 |
|
Thompson Capital Management LLC
✚
|
IL | 0.2 |
|
Hall Private Wealth Advisors LLC
✚
|
CA | 0.2 |