Sam
Namiri
Ridgewood Investments
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About this Advisor
Sam Namiri is a financial advisor operating out of Beverly Hills, California who has 5 years of industry experience. Namiri is an advisor for Ridgewood Investments. Their career trajectory has included roles at Grand Slam Asset Management and Ridgewood Investments. Namiri has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Ridgewood Investments is a financial advisory company based out of Springfield, NJ. It has a total of six financial advisors. It oversees $302 million in assets between its 591 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 591 client accounts, 33% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ridgewood Investments offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees depend on the financial services provided. Fee types charged by Ridgewood Investments most likely consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ridgewood Investments Brokerage Details
$302,383,497
6
591
$511,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sam Namiri Work History
Sam has been registered as a financial advisor for 5 years.*
Ridgewood Investments
Grand Slam Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sam Namiri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ridgewood Investments
Springfield, NJ
Beverly Hills, CA
Springfield, NJ
Springfield, NJ
Springfield, NJ
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