GREEN RIDGE WEALTH PLANNING LLC

MONTVILLE, New Jersey·3 registered advisors·CRD# 304236
SEC# 801-1213860973-554-1770
01

Firm Overview

AUM
$241M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GREEN RIDGE WEALTH PLANNING LLC

3 registered advisors
Jordan Charles Kaufman
MONTVILLE, New Jersey
Robert James Mascia
MONTVILLE, New Jersey
Wendy Elizabeth Deer
MONTVILLE, New Jersey
05

Office Locations

MONTVILLE, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. GREEN RIDGE WEALTH PLANNING LLC (CRD# 304236) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.