Overridge Wealth Advisors
Overridge Wealth Advisors (CRD# 115009) is a financial advisory firm headquartered in Fort Worth, TX. They manage $250,191,890 in 1,078 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts1,078ACCOUNTS
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Average Account Value$232,089
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, LA, TX
Christopher Coffin (CRD# 2214823) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 29 years of experience in the finance industry.
Andrew Heinz (CRD# 3023047) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 26 years of experience in the finance industry.
Ronnie Huskey (CRD# 1763154) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 36 years of experience in the finance industry.
Robert Knapp (CRD# 2450884) is an Investment Advisor Representative working at Overridge Wealth Advisors in Aledo, TX and has over 30 years of experience in the finance industry.
Maureen Maidlow (CRD# 6293279) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 6 years of experience in the finance industry.
Dane Petty (CRD# 4578270) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has over 19 years of experience in the finance industry.
Martin Siegmund (CRD# 5965904) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.
Hayden Heinz (CRD# 7868199) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.
Sylvester Stemley (CRD# 7282363) is an Investment Advisor Representative working at Overridge Wealth Advisors in Fort Worth, TX and has 1 year of experience in the finance industry.