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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-24-1994
- Office Locations
- 1
Office Locations
About Ridge Investment Advisors
Ridge Investment Advisors is a boutique RIA providing goals-based wealth planning and investment management for individuals and families. The firm builds broadly diversified stock and bond portfolios using a disciplined, fundamental process focused on high-quality companies with sustainable growth. Advice spans retirement, tax and estate planning, risk management, and trusts. Portfolios are often implemented with ETFs and custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
Derek Stokes Elleman
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #7189873
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,602,558 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,602,558 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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