Shadowridge Asset Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

1001 S Capital of Texas Hwy Ste M100, We...

Phone Number

(888) 434-1427

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Shadowridge Asset Management

Shadowridge Asset Management is a fee-only fiduciary registered investment advisory firm based in Austin, TX, specializing in tactical, risk-managed investment strategies and integrated financial planning. The firm focuses on providing clear communication and thoughtful stewardship to individuals and families nationwide, helping them navigate market volatility and align their financial decisions with long-term goals. Their services include managing various types of accounts and offering personalized financial planning that considers retirement, taxes, and cash flow. Shadowridge aims to build long-term relationships with clients who value proactive investment strategies and seek clarity and confidence in their financial lives.Explore more
Shadowridge Asset Management's Social MediaPopular Searchesshadowridge asset management LLCShadowridge Asset ManagementShadowridge Asset Management Limited LiabilityShadowridgeShadowridge Asset Management 1001SIC Code 62,628NAICS Code 52,523Show more

Shadowridge Asset Management Org Chart

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Chief Investment Officer

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Vice President, Investment Research

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Top Executive

Shadowridge Asset Managem...

<$5M
1-10
Private
-
2012
RR
Ryan RedfernChief Investment Officer
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
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-
1993
EM
Elizabeth McClellanManager, Client Communications
<$5M
1-10
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-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
1-10
Private
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2016
DR
Daniel RosalesManager, Investments & Financial Planning
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shadowridge Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shadowridge Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shadowridge Asset Management.

Shadowridge Asset Management Tech Stack

A closer look at the technologies used by Shadowridge Asset Management

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Frequently Asked Questions Regarding Shadowridge Asset Management

What is Shadowridge Asset Management's official website?
Shadowridge Asset Management's official website is www.shadowridgeinvest.com
What is Shadowridge Asset Management's Revenue?
Shadowridge Asset Management's revenue is <$5 Million
What is Shadowridge Asset Management's SIC code?
Shadowridge Asset Management's SIC: 62,628
What is Shadowridge Asset Management's NAICS code?
Shadowridge Asset Management's NAICS: 52,523
How many employees does Shadowridge Asset Management have?
Shadowridge Asset Management has 1-10 employees
What industry does Shadowridge Asset Management belong to?
Shadowridge Asset Management is in the industry of: Finance, Securities Trading
What is Shadowridge Asset Management competition?
Shadowridge Asset Management top competitors include: JT Stratford Wealth Management, Denver Private Wealth Management, Durbin Bennett Private Wealth Management, Focus Financial Network
What technology does Shadowridge Asset Management use?
Some of the popular technologies that Shadowridge Asset Management uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Shadowridge Asset Management?
Shadowridge Asset Management contact info: Phone number: (888) 434-1427 Website: www.shadowridgeinvest.com
What does Shadowridge Asset Management do?

Shadowridge Asset Management is a fee-only fiduciary registered investment advisory firm based in Austin, TX, specializing in tactical, risk-managed investment strategies and integrated financial planning. The firm focuses on providing clear communication and thoughtful stewardship to individuals and families nationwide, helping them navigate marke... t volatility and align their financial decisions with long-term goals. Their services include managing various types of accounts and offering personalized financial planning that considers retirement, taxes, and cash flow. Shadowridge aims to build long-term relationships with clients who value proactive investment strategies and seek clarity and confidence in their financial lives.Read More

What are Shadowridge Asset Management social media links?
Shadowridge Asset Management Linkedin page Shadowridge Asset Management Twitter page
Is Shadowridge Asset Management a public company?
Shadowridge Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Shadowridge Asset Management

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