Ridgewood Investments

Ridgewood Investments (CRD# 121220) is a financial advisory firm headquartered in Springfield, NJ. They manage $325,692,539 in 539 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
623 Morris Avenue, Springfield, NJ 07081
http://www.ridgewoodinvestments.com
By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $604,253
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NH, NJ, NY, PA, TX

Financial Advisors at Ridgewood Investments
Showing 1 - 4 of 4 top financial advisors.
1
Valerie Lemmon, financial advisor Springfield NJ
Valerie R. Lemmon
CRD#: 4250769
623 Morris Avenue, Springfield, NJ 07081

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

2
Kaushal Majmudar, financial advisor Springfield NJ
Kaushal B. Majmudar
CRD#: 2527197
623 Morris Avenue, Springfield, NJ 07081

Kaushal Majmudar (CRD# 2527197) is an Investment Advisor Representative working at Ridgewood Investments in Springfield, NJ and has over 29 years of experience in the finance industry.

3
Terrance McGuire, financial advisor Springfield NJ
Terrance P. McGuire
CRD#: 6102706
623 Morris Avenue, Springfield, NJ 07081

Terrance McGuire (CRD# 6102706) is an Investment Advisor Representative working at Ridgewood Investments in Springfield, NJ and has over 11 years of experience in the finance industry.

4
Sam Namiri, financial advisor Beverly Hills CA
Sam Namiri
CRD#: 6892304
Beverly Hills, CA

Sam Namiri (CRD# 6892304) is an Investment Advisor Representative working at Ridgewood Investments in Beverly Hills, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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