RIDGECREST WEALTH PARTNERS, LLC - Financial Advisor in California, San Rafael

Tel: 415-227-2881 851 Irwin St #225c San Rafael, California 94901

About RIDGECREST WEALTH PARTNERS, LLC

RIDGECREST WEALTH PARTNERS, LLC is a San Rafael, California based financial advisory firm with nearly $619,601,760 in assets under management and provides investment advisory services for 688 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

311984

Firm SEC#:

801-120053

Assets Under Management:

$619,601,760

No. of Clients:

688

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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