Craig Ritchie & Associates Asset Management

Craig Ritchie & Associates Asset Management (CRD# 150617) is a financial advisory firm headquartered in , . They manage $1,700,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $77,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Craig Ritchie & Associates Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Craig A. Ritchie
CRD#: 1978432
Matthews, NC
61
Wealthminder
score

Craig Ritchie (CRD# 1978432) is an Investment Advisor Representative working at Craig Ritchie & Associates Asset Management in Matthews, NC and has over 27 years of experience in the finance industry. Craig Ritchie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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