Erik
Ridgley

Salem Partners Advisors LLC Dba Salem Partners Wealth Management

CRD#2810980
Investment Advisor
in Los Angeles, CA
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About this Advisor

Erik Ridgley is a financial advisor in Los Angeles, California. Currently a registered financial advisor with Salem Partners Advisors LLC Dba Salem Partners Wealth Management, they have gathered 11 years of professional experience as a financial advisor. Ridgley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Ridgley is able to operate in California and Texas. During their career, Ridgley has held roles at Salem Partners Advisors LLC Dba Salem Partners Wealth Management and Citigroup Global Markets Inc. Salem Partners Advisors LLC Dba Salem Partners Wealth Management is headquartered in Los Angeles, California. Overall, Salem Partners Advisors LLC Dba Salem Partners Wealth Management oversees $255 million in assets across 206 accounts and retains eight staff members. The amount of assets the firm manages makes it one of the mid-sized investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Salem Partners Advisors LLC Dba Salem Partners Wealth Management can offer portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

11111 Santa Monica Blvd Suite 2250
Los Angeles, CA 90025

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Salem Partners Advisors LLC Dba Salem Partners Wealth Management Brokerage Details

Total Assets Under Management

$275,752,186

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

145

CA Average: 3,727
Average Account Size

$1,901,739

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Erik Ridgley Work History

Erik has 11 years of experience.

2018 - Present (1 years)

Salem Partners Advisors LLC Dba Salem Partners Wealth Management

2007 - 2018 (11 years)

Citigroup Global Markets Inc

Disclosures

Erik Ridgley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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