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RIDGEVIEW FINANCIAL PLANNING
RIDGEVIEW FINANCIAL PLANNING, INC.
CRD 171985
1955 CLEVELAND AVENUE, SUITE 107, SANTA ROSA, CA, 95401, United States
Phone
(707) 800-6050
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$110.0M
Discretionary AUM
$110.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $34.3M |
| High net worth individuals | 30 | $74.5M |
| Charitable organizations | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD