North Ridge
North Ridge (CRD# 157516) is a financial advisory firm headquartered in Beaverton, OR. They manage $163,962,204 in 543 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management164MILLION
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Total Number of Accounts543ACCOUNTS
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Average Account Value$301,956
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX, WA
Financial Advisors at North Ridge
1
Adam Cornwell (CRD# 5205151) is an Investment Advisor Representative working at North Ridge in Beaverton, OR and has over 17 years of experience in the finance industry.
2
Brian Lawrence (CRD# 2917764) is an Investment Advisor Representative working at North Ridge in Beaverton, OR and has over 22 years of experience in the finance industry.
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