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Building 2ABRIDGE PARTNERS, LLC

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Phone(601) 718-0000
NotebookSEC #801-68497
Total AUM
$124M
Employees
5
Clients
116

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 - 5:00
Monday - Friday
Phone
(601) 718-0000
Other Offices
1

ReceiptFinancials

Total AUM
$124M
Accounts
319
Discretionary
$115.5M
Accounts
276
Non-Discretionary
$8.5M
Accounts
43

ContactClients

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HNW Individual Clients
116
AUM
$124M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMDMSPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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