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Building 2TRIBRIDGE PARTNERS FINANCIAL LLC

Map pinCOLUMBIA, MD
Phone240-422-8799
NotebookSEC #801-129200
Total AUM
$1.6B
Employees
25
Clients
352

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6721 COLUMBIA GATEWAY DRIVE
SUITE 100
COLUMBIA
MD 21046
United States
Operating Hours
8-5
Monday - Friday
Phone
240-422-8799

ReceiptFinancials

Total AUM
$1.6B
Accounts
535
Discretionary
$407.4M
Accounts
417
Non-Discretionary
$1.2B
Accounts
118

ContactClients

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Individual Clients
58
AUM
$22.2M
HNW Individual Clients
174
AUM
$352.9M
Pension/Profit Sharing Plan Clients
118
AUM
$1.2B
Corporation or Business Clients
2
AUM
$358.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CADCFLLAMDNCNYTXVA

HandshakeAffiliates

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

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