CRD: 128909
Saddle River Capital Management, LLC
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2004
- Office Locations
- 1
Office Locations
About Saddle River Capital Management, LLC
Saddle River Capital Management, LLC provides personalized wealth management and financial planning for individuals and institutions, building risk-tolerance-based portfolios and simplifying asset-allocation decisions. The firm supports retirement and insurance needs, including health insurance guidance for families and businesses. Investment implementation emphasizes ETF-based portfolio construction, with custody available through Interactive Brokers and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS LANDMAN WOLFE
Managing Member, Principal
- CRD
- #1990382
- Ownership
- 50% but less than 75%
RICHARD CHARLES WOLFE
Certified Financial Planner, Managing Member
- CRD
- #4766205
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,370,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,370,744 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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