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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2007
- Office Locations
- 1
Office Locations
About Ridley Asset Management, LLC
Ridley Asset Management, LLC is a Northern California fee-only RIA providing separately managed portfolio management for individuals, families, foundations, and trusts. The firm builds global portfolios using ETFs and select individual stocks, guided by a disciplined risk-management and security-selection process with an emphasis on after-tax outcomes. Accounts are custodied with Charles Schwab.
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Owner & Executives
CRAIG REISFIELD
Financial Advisor, Managing Member, President
- CRD
- #1233053
- Ownership
- 50% but less than 75%
GINETTE CHERBERO REISFIELD
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,495,647 | $588,095 |
| Non-Discretionary | $0 | -- |
| Total | $15,495,647 | $588,095 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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