1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NATURAL BRIDGES FINANCIAL ADVISORS

Map pinSANTA CRUZ, CA
Phone831-421-0700
NotebookSEC #801-132940
Total AUM
$155.8M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
627 CENTER STREET
SANTA CRUZ
CA 95060
United States
Operating Hours
9:00 AM - 5:00 PM
TUESDAY - FRIDAY
Phone
831-421-0700
Other Offices
3

ReceiptFinancials

Total AUM
$155.8M
Accounts
319
Discretionary
$155.8M
Accounts
319
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
6
AUM
$2.8M
HNW Individual Clients
74
AUM
$153M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account