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ELDRIDGE INVESTMENT ADVISORS INC

MANCHESTER, NH · CRD 106380 · IAPD ↗ · eldridgeco.com · 603-625-8559

$814.3MRegulatory AUM
8Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — ELDRIDGE INVESTMENT ADVISORS INC notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — ELDRIDGE INVESTMENT ADVISORS INC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
78
April 2025 — ELDRIDGE INVESTMENT ADVISORS INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
79
April 2025 — ELDRIDGE INVESTMENT ADVISORS INC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
January 2025 — ELDRIDGE INVESTMENT ADVISORS INC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — ELDRIDGE INVESTMENT ADVISORS INC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ELDRIDGE INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — ELDRIDGE INVESTMENT ADVISORS INC reported RAUM up 26% ($585.2M -> $735.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.