Home
›
Firms
›
RIDGEMONT PARTNERS MANAGEMENT, LLC
RIDGEMONT PARTNERS MANAGEMENT, LLC
CHARLOTTE, North Carolina
·
7 registered advisors
·
CRD# 157421
SEC# 801-73313
1
704/944-0914
01
Firm Overview
AUM
$7.6B
Regulatory assets under management
Employees
58
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at RIDGEMONT PARTNERS MANAGEMENT, LLC
7 registered advisors
Edward Albert Balogh
CHARLOTTE, North Carolina
CRD# 5748103
George Emmett Morgan
CHARLOTTE, North Carolina
CRD# 1717979
John Aubrey Shimp
CHARLOTTE, North Carolina
CRD# 5672061
John Travis Hain
CHARLOTTE, North Carolina
CRD# 5672060
Robert Howard Sheridan
CHARLOTTE, North Carolina
CRD# 1551600
Robert Leon Edwards
CHARLOTTE, North Carolina
CRD# 1984350
Walker Lynch Poole
CHARLOTTE, North Carolina
CRD# 2320640
05
Office Locations
CHARLOTTE, North Carolina
7 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. RIDGEMONT PARTNERS MANAGEMENT, LLC (CRD# 157421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.