Green Ridge Wealth Planning LLC
Green Ridge Wealth Planning LLC (CRD# 304236) is a financial advisory firm headquartered in Montville, NJ. They manage $240,888,774 in 699 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management241MILLION
-
Total Number of Accounts699ACCOUNTS
-
Average Account Value$344,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NH, NJ, NY, TX
Jordan Kaufman (CRD# 4847447) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 17 years of experience in the finance industry.
Robert Mascia (CRD# 6002851) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 11 years of experience in the finance industry.
Sean Cole (CRD# 7770761) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has 1 year of experience in the finance industry.
Brandon Sisk (CRD# 7861802) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has 1 year of experience in the finance industry.