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RIDGEWOOD INVESTMENTS
RIDGEWOOD INVESTMENTS LLC
CRD 121220 · SEC 801-66378
623 MORRIS AVENUE, SPRINGFIELD, NJ, 07081, United States
Phone
973-544-6970
Fax
973-544-4026
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.2M
Discretionary AUM
$355.5M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $71.7M |
| High net worth individuals | 56 | $222.4M |
| Pooled investment vehicles | 62 | $33.5M |
| Pension/profit sharing plans | 37 | $29.2M |
States served
CA, MD, MA, NJ, NY, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD