CRD: 283786
Ridgeview Asset Management Partners, LLC
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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2015
- Office Locations
- 1
Office Locations
About Ridgeview Asset Management Partners, LLC
Ridgeview Asset Management Partners is an independent Stamford, CT RIA providing wealth management for individuals and wealthy families, institutions, and foundations. Portfolios are tailored across equities and fixed income with a focus on reducing fees, costs, and taxes, including tax-loss harvesting. The firm invests its own capital alongside clients and runs ETF-heavy SMAs.
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Owner & Executives
MICHAEL WILLIAM ROBINSON
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6731468
- Ownership
- 25% but less than 50%
JOHN WINSLOW WATKINS
Executive Chairman, Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,887,138 | $2,831,293 |
| Non-Discretionary | $0 | -- |
| Total | $387,887,138 | $2,831,293 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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