Ridgewood Investments

Ridgewood Investments (CRD# 121220) is a financial advisory firm headquartered in Short Hills, NJ. They manage $234,723,844 in 502 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $467,577
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
51 Jfk Parkway, 1st Floor West, Short Hills, NJ 07078
96
Wealthminder
score

Kaushal Majmudar (CRD# 2527197) is an Investment Advisor Representative working at Ridgewood Investments in Short Hills, NJ and has over 22 years of experience in the finance industry.

2
Valerie R. Lemmon
CRD#: 4250769
51 Jfk Parkway, 1st Floor West, Short Hills, NJ 07078
90
Wealthminder
score

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

3
Terrance P. McGuire
CRD#: 6102706
Palos Verdes Estates, CA
90
Wealthminder
score

Terrance McGuire (CRD# 6102706) is an Investment Advisor Representative working at Ridgewood Investments in Palos Verdes Estates, CA and has over 4 years of experience in the finance industry.

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