Blackridge Asset Management, LLC

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Total assets under management

$196,842,156

Total clients

676

5% high-net worth

Total advisors

of 59 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$291,187

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

IARs may charge retainer fees for financial planning, consulting and/or asset management services; terms stated in client agreement

Commissions

Some IARs may be dually registered as Registered Representatives and receive commissions on securities and insurance products; BAM does not share in these commissions

Other

Account minimum: $150,000 standard minimum for multiple manager portfolio accounts; $100,000 for TPMM strategies; $25,000 for Advisor as Portfolio Manager Programs; BAM may accept accounts below these thresholds at its discretion Minimum fee: Minimum account fees expressed in annual amounts, assessed quarterly (e.g., $100 minimum annual fee assessed as $25 per quarter) Fee-only: Primarily a fee-only investment advisory firm; advisory fees charged as percentage of assets under management, varying by asset level and investment style

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Blackridge Asset Management, LLC

1070 E. Indiantown Road, Suite 208 210

Jupiter FL 33477, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

561-641-5050

Advisors at this firm

Mark R

PFS™, Series 66

Fort Myers, FL

Blackridge Asset Management, LLC

Stacy C

Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Denny A

Series 63, Series 66

Port St Lucie, FL

Blackridge Asset Management, LLC

Alexander L

Series 66

Williamsville, NY

Blackridge Asset Management, LLC

Thomas M

Series 63, Series 65

Rochester Hills, MI

Blackridge Asset Management, LLC

Gregory S

Series 63, Series 66

San Antonio, TX

Blackridge Asset Management, LLC

Philip F

Series 66

Jackson, MI

Blackridge Asset Management, LLC

Nathan R

Series 66

Miami, FL

Blackridge Asset Management, LLC

Denise N

Series 63

Medford, NY

Blackridge Asset Management, LLC

Frank G

Series 63, Series 65

Kissimmee, FL

Blackridge Asset Management, LLC

Lisa A

CFP®, Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Kevin G

Series 63, Series 65

Mount Pleasant, SC

Blackridge Asset Management, LLC

Lisabeth S

Series 63, Series 66

Burbank, CA

Blackridge Asset Management, LLC

James C

Series 63, Series 65

Edisto Island, SC

Blackridge Asset Management, LLC

Gilford W

Series 63, Series 65

San Antonio, TX

Blackridge Asset Management, LLC

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