Ridgewood Investments

Ridgewood Investments (CRD# 121220) is a financial advisory firm headquartered in Millburn, NJ. They manage $208,217,614 in 460 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $452,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
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.

CA, CT, MA, MD, NJ, NY, TX

Financial Advisors at Ridgewood Investments
Showing 1 - 3 of 3 top financial advisors.
1
Kaushal B. Majmudar
CRD#: 2527197
33 Bleeker Street, Suite 210, Millburn, NJ 07041
96
Wealthminder
score

Kaushal Majmudar (CRD# 2527197) is an Investment Advisor Representative working at Ridgewood Investments in Millburn, NJ and has over 23 years of experience in the finance industry.

2
Terrance P. McGuire
CRD#: 6102706
716 Yarmouth Road, Suite 211, Palos Verdes Estates, CA 90274
93
Wealthminder
score

Terrance McGuire (CRD# 6102706) is an Investment Advisor Representative working at Ridgewood Investments in Palos Verdes Estates, CA and has over 5 years of experience in the finance industry.

3
Valerie R. Lemmon
CRD#: 4250769
33 Bleeker Street, Suite 210, Millburn, NJ 07041
90
Wealthminder
score

Valerie Lemmon (CRD# 4250769) is an Investment Advisor Representative working at Ridgewood Investments in Millburn, NJ and has 1 year of experience in the finance industry.

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