About SHADOWRIDGE ASSET MANAGEMENT, LLC:
SHADOWRIDGE ASSET MANAGEMENT, LLC is a leading asset management firm that specializes in providing comprehensive financial planning and investment strategies to individuals and institutions. The company is committed to helping clients achieve their financial goals by providing personalized and tailored solutions to meet their specific needs.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Customized investment strategies
- Comprehensive financial planning
- Regular portfolio monitoring and adjustments
- Ongoing support and communication
Facts and Insights:
SHADOWRIDGE ASSET MANAGEMENT, LLC has been providing financial services for over 20 years, building a solid reputation for its expertise and commitment to clients. The company boasts a team of experienced financial advisors who have a deep understanding of financial markets and industry trends. With a focus on building long-term relationships, SHADOWRIDGE ASSET MANAGEMENT, LLC has helped numerous clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
Financial Services Offered:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types:
- High net worth individuals
- Retirees
- Business owners
- Trusts and estates
- Institutions
Fees & Compensation:
SHADOWRIDGE ASSET MANAGEMENT, LLC is a fee-based advisor, meaning they are compensated through a percentage of assets under management. This aligns the advisor’s interests with those of the client, as the more the client’s investments grow, the more the advisor is compensated. The company is transparent about its fees and does not have any hidden charges or commissions.
Background:
SHADOWRIDGE ASSET MANAGEMENT, LLC was founded in 1999 by financial experts with a vision to provide top-notch financial services to individuals and institutions. The company has since grown and established itself as a trustworthy and reputable advisor in the financial industry. With a strong focus on client satisfaction, the company continues to thrive and expand its reach to new clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SHADOWRIDGE ASSET MANAGEMENT, LLC is committed to transparency in all its dealings with clients. The company abides by the fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This ensures that clients receive honest and unbiased advice from the company, without any conflicts of interest. Additionally, the company is registered with the SEC and adheres to all regulatory requirements and disclosures.