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Building 2BRIDGE ADVISORY LLC

Map pinPASADENA, CA
Phone626-795-3062
NotebookSEC #801-69681
Total AUM
$452.6M
Employees
18
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 S. MARENGO AVENUE
SUITE 200
PASADENA
CA 91101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
626-795-3062
Other Offices
1

ReceiptFinancials

Total AUM
$452.6M
Accounts
1,331
Discretionary
$430.2M
Accounts
1,250
Non-Discretionary
$22.4M
Accounts
81

ContactClients

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Individual Clients
332
AUM
$118.1M
HNW Individual Clients
149
AUM
$333.7M
Pension/Profit Sharing Plan Clients
1
AUM
$798.1K
Investment Advisor Clients
2
AUM
$22.4K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNVNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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