North Ridge Wealth Planning
Investment Management • 
Melville, New York, United States • 21-50 Employees
Company overview
| Headquarters | 1895 Walt Whitman Road, Suite 6, Melville, New York 11747, US |
| Phone number | +16314204242 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investment Planning, Insurance Planning, Retirement Planning, Investment Management, College Education Planning, Tax & Estate Planning, Retirement Plans For Businesses |
| Employees | 21-50 |
| Socials |
Key Contacts at North Ridge Wealth Planning
George Elkin
Senior Wealth Director
Marisa Hsd-Health Service
Health Services Director
North Ridge Wealth Planning Email Formats
North Ridge Wealth Planning uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@northridgewealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@northridgewealth.com | 60% |
{first initial}{last name} | jdoe@northridgewealth.com | 40% |
About North Ridge Wealth Planning
For over 30 years North Ridge has been a leader in the financial services industry, serving our family of financial advisors and their thousands of clients nationwide. With our vast experience and the highest quality independent financial advisors, the team of dedicated professionals at North Ridge are committed to providing best-in-class financial advice, service and planning for all stages of life. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
North Ridge Wealth Planning revenue & valuation
| Annual revenue | $33,100,000 |
| Revenue per employee | $1,501,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $105,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
North Ridge Wealth Planning has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
North Ridge Wealth Planning has never raised funding before.
North Ridge Wealth Planning Tech Stack
Discover the technologies and tools that power North Ridge Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
CDN
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