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Sam Namiri

Ridgewood Investments

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About Sam Namiri

Sam Namiri is an investment advisor representative with Ridgewood Investments. Sam is registered in California and has been in the industry since 2012. Sam has Series 65 license and specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Sam has experience working with high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Sam is committed to providing clients with personalized investment advice that meets their individual needs and goals.

Firm Information

Sam Namiri is currently registered with Ridgewood Investments. Ridgewood Investments is an investment advisor located in SPRINGFIELD, NJ. The firm offers a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage approximately $325 million in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles.
Ridgewood Investments

623 MORRIS AVENUE

SPRINGFIELD, NJ 07081

$325.69M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sam Namiri’s Registration & Firm History

CA

05/04/2018 - Present

Ridgewood Investments (Beverly Hills CA)

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Licenses & Designations

IA

Issued 05/04/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sam Namiri.
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