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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-1999
- Office Locations
- 1
Office Locations
About Ridgeback Capital Management
Ridgeback Capital Management is a Texas-based independent RIA providing personalized financial planning and investment management for individuals and families, with an emphasis on guiding clients through wealth accumulation and retirement distribution. The firm builds asset-allocation portfolios using ETFs, mutual funds and fixed income, and pairs planning with in-house CPA-led tax expertise. Custodied at Schwab and leverages Nitrogen for risk management.
Team overview
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Owner & Executives
MICHAEL CHARLES KUZNICKI
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2620970
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARISA PONTI Miss
--
- CRD
- #7630861
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $171,494,579 | $1,504,338 |
| Total | $171,494,579 | $1,504,338 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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