VISION RIDGE PARTNERS, LLC

BOULDER, Colorado·4 registered advisors·CRD# 174836
SEC# 801-1109513720-616-6506
01

Firm Overview

AUM
$4.0B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement PlanningWealth Management
04

Advisors at VISION RIDGE PARTNERS, LLC

4 registered advisors
Duyen Kim Tran
BOULDER, Colorado
Justin Paul Goerke
BOULDER, Colorado
Matthew Benjamin Fox
BOULDER, Colorado
Reuben Samuels Munger
BOULDER, Colorado
05

Office Locations

BOULDER, Colorado
4 advisors

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Data sourced from SEC Form ADV filings. VISION RIDGE PARTNERS, LLC (CRD# 174836) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.