Investment adviser · CRD 139372
RIDGEWAY CONGER ADVISORY SERVICES
Investment adviser filing (IA)
RIDGEWAY CONGER ADVISORY SERVICES, INC
NEW WOODSTOCK, NY, United States · Form ADV filed Jan 11, 2016
- Regulatory AUM
- $103M Form ADV · Item 5.F
- Client accounts
- 893 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 11, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2123 MAIN STREETNEW WOODSTOCK, NY, 13122, United States
CRD 139372
Filing source
Form ADV 967003 · Jan 11, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.