Ridgeview Financial Planning

Ridgeview Financial Planning (CRD# 171985) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $87,362,428 in 358 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1955 Cleveland Avenue, Suite 107, Santa Rosa, CA 95401
https://www.facebook.com/people/ridgeview-financial-planning/100068453992724/
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $244,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Ridgeview Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Brandon Grundy, financial advisor Santa Rosa CA
Brandon J. Grundy
CRD#: 4687607
1955 Cleveland Avenue, Suite 107, Santa Rosa, CA 95401

Brandon Grundy (CRD# 4687607) is an Investment Advisor Representative working at Ridgeview Financial Planning in Santa Rosa, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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