Sylvia
Umbles
Blackridge Asset Management, LLC
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About this Advisor
Sylvia Umbles is a financial advisor operating out of Perrysburg, Ohio with 2 years of relevant experience. Umbles is on the advisory team at Blackridge Asset Management, LLC. Throughout their career, Umbles has worked at Bgsu, 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. Umbles is registered to work in Ohio. Blackridge Asset Management, LLC is an advisory company that has its headquarters in Jupiter, FL. The company has offices in 61 locations and a total of 80 advisors. It handles $143 million in assets across its 806 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 806 customer accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. Blackridge Asset Management, LLC provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are provided. Fees charged by Blackridge Asset Management, LLC can include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$142,558,285
80
806
$176,871
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
Sylvia has been registered as a financial advisor for 2 years.*
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
Bgsu
*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 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
Jupiter, FL
San Antonio, TX
El Paso, TX
Beaverton, OR
Jackson, MI
Norwalk, CT
Edisto Island, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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