Ridgeway Conger Advisory Services, Inc (New Woodstock)

Ridgeway Conger Advisory Services, Inc is a large advisory firm based in New Woodstock. It manages $103.3 million of regulatory assets for 893 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, and 9 other states.

Ridgeway Conger Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ridgeway Conger Advisory Services: assets under management

The assets under management (AUM) of Ridgeway Conger Advisory Services, Inc is $103.3 million. The firm's AUM has grown by 223% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96.1 million in discretionary accounts and $7.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ridgeway Conger Advisory Services, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ridgeway Conger Advisory Services, Inc

Richard Alan Garber has been acting as President since 1 Jan 2006. Andrew Joseph Lyons joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Alan Garber	President	1 Jan 2006	Other	1059739
Inc. Ridgeway & Conger	Sole shareholder	1 Feb 2006	75% - 100%	16-1600543
Leigh Mccobb Garber	Sole shareholder	1 Feb 2006	75% - 100%	2768572
William Jay Pearlman	President	1 Feb 2006	Other	358845
Brian Joseph Murphy	Chief compliance officer	1 Nov 2010	Other	1618217
Allison Tyminski Rumschik	Chief compliance officer	1 Dec 2012	Other	5239290
David Vincent Tabone	Compliance	1 Dec 2012	Other	3251393
Andrew Joseph Lyons	Chief compliance officer	1 Dec 2014	Other	6318139
Richard Alan Garber	Chief compliance officer	1 Aug 2015	Other	1059739

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Leigh Mccobb Garber	President	1 Mar 2002	75% - 100%	2768572

Based in New Woodstock

The principal office where Ridgeway Conger Advisory Services, Inc performs its advisory services is located at 2123 Main Street, New Woodstock, NY 13122 The mailing address of the firm is P.O. Box 156, New Woodstock, NY 13122. An additional office of the firm is in Syracuse, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-662-7450 or by fax 315-662-7198. The normal business hours are 8:00am - 5:00pm est on Monday - Friday.