How does the advisor help clients – Key Takeaways:
RIDGEBROOKE CAPITAL MANAGEMENT LLC provides expert financial advice and management services to individual and institutional clients. With a team of experienced financial professionals, the firm offers a range of services to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, RIDGEBROOKE CAPITAL MANAGEMENT LLC is a privately held company that specializes in investment management and financial planning. The firm is headquartered in New York City and has a proven track record of success in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
RIDGEBROOKE CAPITAL MANAGEMENT LLC offers a range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, tax planning, and estate planning.
Client Types
The firm serves a wide range of clients, including high net worth individuals, families, and institutions. They work closely with each client to understand their unique financial situation and tailor their services to meet their specific needs.
Fees & Compensation
RIDGEBROOKE CAPITAL MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive any commissions from recommending or selling financial products. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
The team at RIDGEBROOKE CAPITAL MANAGEMENT LLC is made up of highly experienced and knowledgeable financial professionals. They bring a diverse range of expertise and skills to the firm, allowing them to provide comprehensive and personalized financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIDGEBROOKE CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and are committed to transparency and ethical practices when it comes to managing their clients’ finances.