Unclaimed Profile

David Levert Phillips

BLACKRIDGE ASSET MANAGEMENT, LLC·JUPITER, Florida

BLACKRIDGE ASSET MANAGEMENT, LLC

1070 E. INDIANTOWN ROAD, JUPITER, FL 33477CRD# 2054858Firm CRD# 277085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Levert Phillips · JUPITER, FL

Registration

CRD #2054858 · BLACKRIDGE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

David Levert Phillips is a registered financial advisor based in JUPITER, Florida, affiliated with BLACKRIDGE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

AUM

$187M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLACKRIDGE ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2054858

Firm CRD# 277085

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Levert Phillips offer?

David Levert Phillips specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are David Levert Phillips's credentials?

David Levert Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Levert Phillips located?

David Levert Phillips is based in JUPITER, Florida, working with BLACKRIDGE ASSET MANAGEMENT, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does David Levert Phillips charge for services?

David Levert Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACKRIDGE ASSET MANAGEMENT, LLC?

BLACKRIDGE ASSET MANAGEMENT, LLC has approximately 80 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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