R
$59.0M Total AUM
$59.0M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-20-2018
- Office Locations
- 1
Office Locations
-- Durango CO
About Ridgeline Asset Management, LLC
Ridgeline is a cloud-native, security-first system of record for asset management firms, unifying front-, middle-, and back-office workflows (client engagement, portfolio management, trading, compliance, reconciliation, accounting, and reporting) on a single book of record with real-time data. Embedded Ridgeline AI pulls data and generates reports, with controls to tailor or disable AI.
Team overview
-- AVG AGE
$59.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
T
TRAVIS LEE COOK
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3019217
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,957,885 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,957,885 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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