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Building 2BRIDGE FINANCIAL PLANNING, LLC

Map pin
Phone423-933-2722
NotebookSEC #801-130662
Total AUM
$100.4M
Employees
2
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
423-933-2722
Other Offices
1

ReceiptFinancials

Total AUM
$100.4M
Accounts
319
Discretionary
$100.4M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$22.2M
HNW Individual Clients
28
AUM
$78.1M
Charitable Organization Clients
1
AUM
$158.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAINTN

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

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