Top financial advisors in Park Ridge, NJ
We’ve curated a list of the best financial advisors in Park Ridge, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$826,811,952
Number of advisors
15 advisors
| $826,811,952 | 15 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Park Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Park Ridge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Seix Clo Management LLC
Seix CLO Management LLC, established in July 2016, specializes in collateralized loan obligation (CLO) management, formed to comply with U.S. federal risk retention rules. As of December 31, 2024, the firm managed $406,140,034 in discretionary assets for two CLOs investing in loan and debt instruments. Seix CLO provides investment supervisory services to these offshore funds, focusing on maximizing returns while minimizing risks, particularly through avoiding defaults. The firm integrates environmental, social, and governance (ESG) factors into its research and decision-making processes. Seix CLO acts as a collateral manager for CLOs, accepting investment restrictions requested by the CLOs and providing discretionary investment management services. The firm's investment strategies aim to capture anomalies in the leveraged loan market to maximize returns per unit of risk and minimize default risk. Seix CLO prioritizes best execution for client transactions, considering factors like expertise, price, financial strength, and research services when selecting brokers and dealers. The firm aggregates transactions to facilitate best execution and allocates fairly among client accounts. Seix CLO does not have physical custody of client assets, and it accepts discretionary authority from CLOs to manage assets within outlined limitations and restrictions. In the event of proxy voting, Seix CLO accepts responsibility on behalf of the CLOs it manages. For more information on the firm's proxy voting policy, clients can contact the Chief Compliance Officer.
$826,811,952 under management
15 advisors
Fee structure
COLLATERAL MANAGEMENT FEES. SEE CLO OFFERING MEMORANDUM.
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Park Ridge, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Park Ridge. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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