Eagle Ridge Investment Management LLC

Eagle Ridge Investment Management LLC (CRD# 147824) is a financial advisory firm headquartered in Stamford, CT. They manage $520,462,000 in 497 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $1,047,207
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, PA, TX

Financial Advisors at Eagle Ridge Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
John J. Knox
CRD#: 1407389
5 High Ridge Park, 2nd Floor, Stamford, CT 06905
96
Wealthminder
score

John Knox (CRD# 1407389) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 30 years of experience in the finance industry.

2
David A. Tillson
CRD#: 2519824
5 High Ridge Park, 2nd Floor, Stamford, CT 06905
96
Wealthminder
score

David Tillson (CRD# 2519824) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 22 years of experience in the finance industry.

3
Nicholas L. Frelinghuysen
CRD#: 2356611
5 High Ridge Park, 2nd Floor, Stamford, CT 06905
93
Wealthminder
score

Nicholas Frelinghuysen (CRD# 2356611) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 21 years of experience in the finance industry.

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