Eagle Ridge Investment Management LLC

Eagle Ridge Investment Management LLC (CRD# 147824) is a financial advisory firm headquartered in Stamford, CT. They manage $611,843,449 in 583 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $1,049,474
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, VA, VT

Financial Advisors at Eagle Ridge Investment Management LLC
Showing 1 - 4 of 4 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 31 years of experience in the finance industry.

2
Ronald A. Sages
CRD#: 2365133
5 High Ridge Park, 2nd Floor, Stamford, CT 06905
96
Wealthminder
score

Ronald Sages (CRD# 2365133) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 25 years of experience in the finance industry. Ronald Sages 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.

3
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 23 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

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