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Building 2OLD BRIDGE WEALTH, INC

Map pinSYOSSET, NY
Phone(347) 723-8943
NotebookSEC #801-130858
Total AUM
$143.7M
Employees
5
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 JACKSON AVENUE
SUITE #5
SYOSSET
NY 11791
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(347) 723-8943
Other Offices
1

ReceiptFinancials

Total AUM
$143.7M
Accounts
253
Discretionary
$143.7M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
173
AUM
$29.1M
HNW Individual Clients
66
AUM
$48.3M
Pension/Profit Sharing Plan Clients
7
AUM
$6.5M
Charitable Organization Clients
1
AUM
$57.2M
Corporation or Business Clients
7
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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

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