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THE COLERIDGE GROUP LLC
CRD 108335 · SEC 801-10966
11811 N. TATUM BLVD, STE 3031, PHOENIX, AZ, 85028, United States
Phone
623-252-6661
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.0M
Discretionary AUM
$56.0M
Team
2 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $10.0M |
| High net worth individuals | 18 | $45.7M |
All web addresses on file
Official SEC filing: View on IAPD