Park Ridge Asset Management

Park Ridge Asset Management (CRD# 147827) is a financial advisory firm headquartered in Raleigh, NC. They manage $72,268,981 in 323 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $223,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
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.

NC, OH, VA

Financial Advisors at Park Ridge Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Keith F. Karlawish
CRD#: 1981565
8317 Six Forks Road, Suite 203, Raleigh, NC 27615
101
Wealthminder
score

Keith Karlawish (CRD# 1981565) is an Investment Advisor Representative working at Park Ridge Asset Management in Raleigh, NC and has over 20 years of experience in the finance industry.

2
David M. Arthur
CRD#: 4578447
8317 Six Forks Rd, Suite 203, Raleigh, NC 27615
90
Wealthminder
score

David Arthur (CRD# 4578447) is an Investment Advisor Representative working at Park Ridge Asset Management in Raleigh, NC and has 1 year of experience in the finance industry.

3
Katie L. Strother
CRD#: 6550365
8317 Six Forks Road, Suite 203, Raleigh, NC 27615
87
Wealthminder
score

Katie Strother (CRD# 6550365) is an Investment Advisor Representative working at Park Ridge Asset Management in Raleigh, NC and has 1 year of experience in the finance industry.

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