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Building 2NORTHBRIDGE FINANCIAL GROUP, LLC

Map pinTAMPA, FL
Phone(813) 877-8000
NotebookSEC #801-119466
Total AUM
$413.1M
Employees
11
Clients
489

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4300 WEST CYPRESS STREET
MERIDIAN TWO BUILDING, SUITE 370
TAMPA
FL 33607
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(813) 877-8000

ReceiptFinancials

Total AUM
$413.1M
Accounts
1,354
Discretionary
$373.4M
Accounts
1,319
Non-Discretionary
$39.7M
Accounts
35

ContactClients

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Individual Clients
312
AUM
$74.6M
HNW Individual Clients
170
AUM
$330.2M
Pension/Profit Sharing Plan Clients
5
AUM
$5.7M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$678.9K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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