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Building 2ONYX BRIDGE WEALTH GROUP LLC

Map pinTARRYTOWN, NY
Phone(914) 909-6699
NotebookSEC #801-118022
Total AUM
$1.4B
Employees
32
Clients
1,846

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 WHITE PLAINS ROAD
SUITE 115
TARRYTOWN
NY 10591
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(914) 909-6699
Other Offices
10

ReceiptFinancials

Total AUM
$1.4B
Accounts
4,450
Discretionary
$1.4B
Accounts
4,442
Non-Discretionary
$6.9M
Accounts
8

ContactClients

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Individual Clients
1,453
AUM
$454.2M
HNW Individual Clients
341
AUM
$868.1M
Pension/Profit Sharing Plan Clients
32
AUM
$28M
Charitable Organization Clients
2
AUM
$1.5M
Insurance Company Clients
1
AUM
$8.6M
Corporation or Business Clients
17
AUM
$9.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order Entry
State Registrations
AZCACOCTDCDEFLGAINLAMAMDNCNHNJNYPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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