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TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN, PA
610-260-2200
SEC #801-60640Total AUM
$1.5B
Employees
14Clients
807Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 BARR HARBOR DRIVE
SUITE 705
WEST CONSHOHOCKEN
PA 19428-2075
United States
SUITE 705
WEST CONSHOHOCKEN
PA 19428-2075
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
610-260-2200
Financials
Total AUM
$1.5B
Accounts
805Discretionary
$1.5B
Accounts
793Non-Discretionary
$34M
Accounts
12
Clients
Individual Clients
375AUM
$198.2M
HNW Individual Clients
386AUM
$1.2B
Pooled Vehicle Clients
2AUM
$0
Pension/Profit Sharing Plan Clients
11AUM
$14.1M
Charitable Organization Clients
9AUM
$13.5M
Corporation or Business Clients
24AUM
$96.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACTDCDEFLMAMDNJNYPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.