Ridgewood Capital Management
Ridgewood Capital Management (CRD# 121920) is a financial advisory firm headquartered in Westtown, PA. They manage $10,200,000 in 68 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$150,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Weinstein (CRD# 2296747) is an Investment Advisor Representative working at Ridgewood Capital Management in West Chester, PA and has over 24 years of experience in the finance industry. Richard Weinstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jennifer Weinstein (CRD# 4572347) is an Investment Advisor Representative working at Ridgewood Capital Management in West Chester, PA and has over 16 years of experience in the finance industry.