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CLEAR RIDGE WEALTH MANAGEMENT, LLC

Tel: 269-381-1700
259 E. Michigan Avenue
Suite 105
Kalamazoo, Michigan  49007

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CLEAR RIDGE WEALTH MANAGEMENT, LLC

CLEAR RIDGE WEALTH MANAGEMENT, LLC is a Kalamazoo, Michigan based financial advisory firm with nearly $200,058,083 in assets under management and provides investment advisory services for 378 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

172689

SEC#:

801-121285

No. of Clients:

378

Assets under Management

$200,058,083

No. of Advisors:

4

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