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Lagom Ridge Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website lagomridge.com
Client types

Overview

Lagom Ridge Advisors is an independent wealth advisory practice based in Mendota Heights, Minnesota. The team provides portfolio management and comprehensive financial planning aligned to client goals, emphasizing balance—“lagom,” or just-right solutions. Advisors deliver investment advice through Private Advisor Group’s registered investment adviser while maintaining independence from the broker-dealer function. Core offerings include retirement planning, investment management, estate and tax-aware planning and ongoing client education. The practice focuses on disciplined, fundamentals-driven investing and high-touch service, helping individuals and families navigate markets and life transitions with clear guidance and transparent communication.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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