Sylvia
Umbles
Blackridge Asset Management, LLC
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About this Advisor
Sylvia Umbles is a financial advisor based in Perrysburg, Ohio, working with Blackridge Asset Management, LLC. Sylvia has previously held positions at Western Southern Life, W&S Brokerage Services, Affiliated Financial Group, Inc, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Peak Brokerage Services, LLC, and Blackridge Asset Management, LLC. Sylvia is registered to provide services in Ohio. Currently, Sylvia is part of Blackridge Asset Management, LLC, which operates out of Perrysburg, Ohio. The firm has 61 offices and 80 employees. The firm manages assets totaling $186.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Blackridge Asset Management, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$186,557,899
80
853
$218,708
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Sylvia Umbles Work History
Peak Brokerage Services, LLC
Blackridge Asset Management, LLC
Affiliated Financial Group, Inc
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Western Southern Life
W&S Brokerage Services
Disclosures
Please visit the SEC profile of Sylvia Umbles 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 Blackridge Asset Management, LLC
Jupiter, FL
Edisto Island, SC
Schaumburg, IL
Perrysburg, OH
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Jupiter, FL
Buffalo, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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