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Building 2SAFEBRIDGE LLC

Map pin
Phone703-457-6830
NotebookSEC #801-134075
Total AUM
$205.3M
Employees
1
Clients
88

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
703-457-6830

ReceiptFinancials

Total AUM
$205.3M
Accounts
331
Discretionary
$205.3M
Accounts
331
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$240K
HNW Individual Clients
87
AUM
$205M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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

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