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About SADDLE RIVER CAPITAL MANAGEMENT, LLC
Saddle River Capital Management, LLC is a highly experienced financial advisory firm that specializes in providing personalized and comprehensive wealth management services to high net worth individuals and families. With a team of experts and a commitment to delivering exceptional service, Saddle River Capital Management, LLC has built a reputation as a trusted partner in helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways
- Provides personalized and comprehensive wealth management services.
- Offers a team of experienced financial experts.
- Committed to delivering exceptional service to clients.
Facts and Insights
Saddle River Capital Management, LLC has been in business for over 10 years, serving a diverse client base. The company’s dedication to excellence and customer service has led to a steady growth in assets under management and a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | 200 | 10 |
| 2016 | 250 | 12 |
| 2017 | 300 | 15 |
| 2018 | 350 | 17 |
| 2019 | 400 | 20 |
| 2020 | 450 | 25 |
Financial Services Offered
- Investment Management
- Financial Planning
- Tax Planning and Preparation
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance Strategy
- Risk Management
Client Types
- High Net Worth Individuals
- Families
- Business Owners
- Retirees
- Professionals
Fees & Compensation
Saddle River Capital Management, LLC charges clients a fee based on a percentage of assets under management. This fee covers all services and advice provided by the firm, regardless of the amount of assets managed. The firm believes that this fee structure aligns their interests with those of their clients and ensures that the advisors are always working in their clients’ best interests.
Background
The founders of Saddle River Capital Management, LLC have a combined experience of over 30 years in the financial industry. They have built their firm on the core values of integrity, trust, and dedication to client success. The team at Saddle River Capital Management, LLC is comprised of highly qualified and experienced financial experts who are committed to providing the highest level of service to their clients.
Financial Advisor Disclosures to Know
Saddle River Capital Management, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). As required by law, the firm discloses all potential conflicts of interest and is committed to operating with the highest ethical standards. The firm also has a strict code of ethics and conducts regular compliance and risk assessments to ensure the protection of client assets.