A complete list of active advisors currently associated with Blackridge Asset Management, LLC
Warmer can help you find a great advisor at Blackridge Asset Management, LLC or one who fits your needs even better.
Blackridge Asset Management (BAM) provides financial planning, investment management and related consulting through a network of investment adviser representatives, serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans and charitable organizations. Services include tailored portfolio management (discretionary or non-discretionary), access to model portfolios and third‑party managers, sponsored wrap programs, and estate-planning referrals via Wealth.com. BAM places most client accounts on an affiliated turnkey asset management platform operated by truEdge, where IARs select model strategies and truEdge provides portfolio management, trading and administrative services; accounts can also be managed by unaffiliated third‑party Providers or in the firm’s wrap programs. Clients often grant discretionary authority in the firm’s programs, and BAM’s investment process uses fundamental, technical and charting analysis with strategies such as asset allocation, rebalancing and diversification. Distinctive aspects include a network structure tied closely to affiliated firms and vendor arrangements: BAM is under common ownership with an affiliated broker‑dealer (Peak Brokerage), an affiliated platform manager (truEdge) and other entities, and receives or is economically connected to various platform, sweep and referral payments that the brochure identifies as potential conflicts the firm seeks to manage through disclosure and supervision. The firm’s combination of a 66‑advisor, multi‑office distribution model with roughly $217 million in reported discretionary AUM is notable within its peer group, reflecting a broad adviser footprint paired with relatively modest reported assets.
To learn more about the advisors currently working at Blackridge Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Blackridge Asset Management, LLC's office locations.
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