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YORKBRIDGE WEALTH PARTNERS, LLC
NEW YORK, NY
(212) 574-4070
SEC #801-107827Total AUM
$1B
Employees
9Clients
318Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
80 BROAD STREET
SUITE 1701
NEW YORK
NY 10004
United States
SUITE 1701
NEW YORK
NY 10004
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(212) 574-4070
Other Offices
1
Financials
Total AUM
$1B
Accounts
1,190Discretionary
$957.3M
Accounts
1,122Non-Discretionary
$55.5M
Accounts
68
Clients
Individual Clients
15AUM
$4.4M
HNW Individual Clients
288AUM
$959M
Pension/Profit Sharing Plan Clients
8AUM
$13.6M
Charitable Organization Clients
1AUM
$15.2M
Corporation or Business Clients
6AUM
$20.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLILMAMDMINCNHNJNYPATXVAVI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.