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Eric Dean Ridenour

Colony Family Offices, LLC

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About Eric Dean Ridenour

Eric Dean Ridenour is a financial advisor with Colony Family Offices, LLC. Eric Ridenour has been in the financial services industry since 1998. Eric is a Certified Financial Planner and a Personal Financial Specialist. Eric has a series 63 and 65 license. Eric works with high-net-worth individuals and charitable organizations. Colony Family Offices, LLC is a registered investment adviser with the Securities and Exchange Commission. The firm offers a variety of financial planning and investment management services.

Firm Information

Eric Ridenour is currently registered with Colony Family Offices, LLC. Colony Family Offices, LLC is a Registered Investment Adviser headquartered in Charlotte, NC. The firm provides financial planning and portfolio management services to high-net-worth individuals and charitable organizations. With over $2.6 billion in regulatory assets under management, Colony Family Offices specializes in tailoring investment strategies to meet each client's unique financial goals.
Colony Family Offices, LLC

4250 CONGRESS STREET

CHARLOTTE, NC 28209

$2.60B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Ridenour’s Registration & Firm History

NC

09/16/2013 - Present

Colony Family Offices, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/13/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/11/1998

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Dean Ridenour.
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