This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-22-2014
- Office Locations
- 1
Office Locations
About Ridgeview Financial Planning
Ridgeview Financial Planning is an independent, fee-only RIA providing comprehensive financial planning and discretionary investment management for clients nationwide. The firm emphasizes goal-based planning (retirement, education, and major life/business transitions) and customized portfolio design using asset allocation, risk management, cost control, and disciplined rebalancing. Led by CFP® principal Brandon Grundy; custody is primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BRANDON JAMES GRUNDY
Chief Compliance Officer, Principal
- CRD
- #4687607
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,951,563 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,951,563 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing