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 over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.