T
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-03-2026
- Office Locations
- 1
Office Locations
-- Beverly Hills MI
About Tower Ridge Investment Management LLC
Tower Ridge Investment Management LLC is a Beverly Hills-based RIA. The firm has been operating for 0 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Services
Available
Owner & Executives
B
BRANDON GRANT FLUEGEL
Owner
- CRD
- #6019574
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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