← Back to searchVisit website
RIDGEGATE ADVISORS, LLC
CRD 334233 · SEC 801-133986
8310 S VALLEY HIGHWAY, SUITE 480, ENGLEWOOD, CO, 80112, United States
Phone
303-791-2253
Fax
720-207-6901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.0M
Discretionary AUM
$109.4M
Team
11 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $55.4M |
| High net worth individuals | 27 | $62.7M |
| Pension/profit sharing plans | 3 | $548K |
| Corporations/business entities | 4 | $282K |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD