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ICEBRIDGE FINANCIAL GROUP
BOCA RATON, FL
561-778-5060
SEC #801-126673Total AUM
$40.2M
Employees
1Clients
12Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
433 PLAZA REAL
SUITE 275
BOCA RATON
FL 33432
United States
SUITE 275
BOCA RATON
FL 33432
United States
Operating Hours
9:00 AM - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
561-778-5060
Financials
Total AUM
$40.2M
Accounts
12Discretionary
$40.2M
Accounts
12Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
12AUM
$40.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.