SOUTHRIDGE WEALTH MANAGEMENT LLC
CRD #136707 SEC #801-67366 NEW YORK, NY 212-994-9870
SEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
Employees
5
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2011 | $2.5M | $2.5M | $0 | 5 | -- |
| Mar 2010 | $2.5M | $2.5M | $0 | 5 | -- |
| Apr 2007 | $33.7M | $20.6M | $13.1M | 5 | -- |
| Nov 2006 | $27.4M | $14.9M | $12.5M | 5 | -- |
DateFeb 2011
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$33.7M
Discretionary$20.6M
Non-Disc.$13.1M
Employees5
Clients--
DateNov 2006
Total AUM$27.4M
Discretionary$14.9M
Non-Disc.$12.5M
Employees5
Clients--