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Building 2NOBLEBRIDGE WEALTH

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Phone1-866-798-0354
NotebookSEC #801-126246
Total AUM
$214.5M
Employees
8
Clients
376

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-866-798-0354
Other Offices
5

ReceiptFinancials

Total AUM
$214.5M
Accounts
801
Discretionary
$178.6M
Accounts
758
Non-Discretionary
$35.9M
Accounts
43

ContactClients

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Individual Clients
315
AUM
$73.8M
HNW Individual Clients
57
AUM
$140.2M
Pension/Profit Sharing Plan Clients
1
AUM
$338.9K
Charitable Organization Clients
1
AUM
$45K
Corporation or Business Clients
2
AUM
$150.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGALAMDNCNJNYPAPRSCTXVA

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

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