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Building 2LIONSBRIDGE WEALTH MANAGEMENT LLC

Map pinJACKSONVILLE BEACH, FL
Phone904-897-0390
NotebookSEC #801-113258
Total AUM
$122.4M
Employees
3
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1514 ROBERTS DRIVE
JACKSONVILLE BEACH
FL 32250
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
904-897-0390
Other Offices
3

ReceiptFinancials

Total AUM
$122.4M
Accounts
189
Discretionary
$122.4M
Accounts
189
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
27
AUM
$12.7M
HNW Individual Clients
41
AUM
$109.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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