1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VESTBRIDGE ADVISORS, INC

Map pinEGG HARBOR TOWNSHIP, NJ
Phone609-701-2900
NotebookSEC #801-123442
Total AUM
$300.8M
Employees
5
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3393 BARGAINTOWN ROAD
EGG HARBOR TOWNSHIP
NJ 08234
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
609-701-2900

ReceiptFinancials

Total AUM
$300.8M
Accounts
301
Discretionary
$297.5M
Accounts
299
Non-Discretionary
$3.3M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
163
AUM
$20.2M
HNW Individual Clients
123
AUM
$258.9M
Pension/Profit Sharing Plan Clients
6
AUM
$4.3M
Corporation or Business Clients
9
AUM
$17.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account