Southridge Asset Management LLC is a large advisory firm based in Ridgefield. It manages $55.23 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Connecticut, and 10 other states.
Southridge Asset Management provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Southridge Asset Management LLC is $55.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Southridge Asset Management LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Southridge Asset Management LLC performs its advisory services is located at 90 Grove Street, Ridgefield, CT 06877 4130, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-431-8081 or by fax 203-431-8309. The normal business hours are 8 am to 5 pm (est) on Monday - Friday. You can find more information about the New York firm at www.southridgegroup.com.