R
CRD: 121920
Ridgewood Capital Management
$38.9M Total AUM
$38.9M Disc. AUM
-- 3Y CAGR
2 Employees
80 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2000
- Office Locations
- 2
Office Locations
-- W. Chester PA
-- West Chester PA
About Ridgewood Capital Management
Ridgewood Capital Management is a West Chester-based RIA with 2 offices. The firm has been operating for 26 years. Managing $38.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$19.4M AVG AUM / ADVISOR
$485.7K AVG AUM / CLIENT
25.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JENNIFER LANZA WEINSTEIN
Partner, President
- CRD
- #4572347
- Ownership
- 75% or more
Available
Available
Available
R
RICHARD ADAM WEINSTEIN
Chief Compliance Officer, Financial Planner, Investment Advisor
- CRD
- #2296747
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,857,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,857,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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