James
Ridgeway

Leeward Financial Partners, LLC

CRD#2629340
Investment Advisor
in Bellevue, WA

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About this Advisor

James Ridgeway is a financial advisor based in Bellevue, Washington, working with Leeward Financial Partners, LLC. James has previously held positions at Manning & Napier Associates, Leeward Financial Partners, LLC, and Rainier Investment Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, James is part of Leeward Financial Partners, LLC, which operates out of Bellevue, Washington. The firm has 3 employees and manages assets totaling $269.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Leeward Financial Partners, LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Bellevue, WA

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Leeward Financial Partners, LLC Brokerage Details

Total Assets Under Management

$269,908,119

Total Number of Employees

3

Total Number of Accounts

521

Average Account Size

$518,058

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Ridgeway Work History

2017 - Present (8 years)

Leeward Financial Partners, LLC

2016 - 2017 (1 year)

Manning & Napier Associates

2005 - 2016 (11 years)

Rainier Investment Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Ridgeway 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 Leeward Financial Partners, LLC

Connor Ridgeway
Bellevue, WA
Michael Emery
Bellevue, WA
James Ridgeway
Bellevue, WA

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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