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Building 2GREENBRIDGE PARTNERS LLC

Map pinLAKELAND, FL
Phone863-688-5938
NotebookSEC #801-127934
Total AUM
$433.1M
Employees
1
Clients
648

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3700 AIRFIELD DR WEST
LAKELAND
FL 33811
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
863-688-5938

ReceiptFinancials

Total AUM
$433.1M
Accounts
733
Discretionary
$433.1M
Accounts
733
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
541
AUM
$319.4M
HNW Individual Clients
107
AUM
$113.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATN

HandshakeAffiliates

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

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