Eagle Ridge Investment Management LLC

Eagle Ridge Investment Management LLC (CRD# 147824) is a financial advisory firm headquartered in Stamford, CT. They manage $1,163,829,238 in 919 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
4 High Ridge Park, 3rd Floor, Stamford, CT 06905
https://www.linkedin.com/company/eagle-ridge-investment-management/
By the Numbers
  • Total Assets Under Management
    1,164
    MILLION
  • Total Number of Accounts
    919
    ACCOUNTS
  • Average Account Value
    $1,266,408
Compensation Options
  • A percentage of assets under your management
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, OH, OR, PA, TX, VA, VT, WA

Financial Advisors at Eagle Ridge Investment Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alison Hamilton, financial advisor Stamford CT
Alison J. Hamilton
CRD#: 6254153
5 High Ridge Park, 2nd Floor, Stamford, CT 06905

Alison Hamilton (CRD# 6254153) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 10 years of experience in the finance industry.

2
John Knox, financial advisor Stamford CT
John J. Knox
CRD#: 1407389
4 High Ridge Park, 3rd Floor, Stamford, CT 06905

John Knox (CRD# 1407389) is an Investment Advisor Representative working at Eagle Ridge Investment Management LLC in Stamford, CT and has over 37 years of experience in the finance industry.

3
Ronald Sages, financial advisor Stamford CT
Ronald A. Sages
CRD#: 2365133
4 High Ridge Park, 3rd Floor, Stamford, CT 06905

Ronald Sages (CRD# 2365133) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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