Overview
Assets Under Management: $255 million
Headquarters: LAKELAND, FL
High-Net-Worth Clients: 112
Average Client Assets: $964,179
Frequently Asked Questions
GREENBRIDGE PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304445), GREENBRIDGE PARTNERS LLC is subject to fiduciary duty under federal law.
GREENBRIDGE PARTNERS LLC is headquartered in LAKELAND, FL.
GREENBRIDGE PARTNERS LLC serves 112 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, GREENBRIDGE PARTNERS LLC offers financial planning and portfolio management for individuals. View all service details ↓
GREENBRIDGE PARTNERS LLC manages $255 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, GREENBRIDGE PARTNERS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.38
Average High-Net-Worth Client Assets: $964,179
Total Client Accounts: 517
Discretionary Accounts: 517
Regulatory Filings
CRD Number: 304445
Filing ID: 1955912
Last Filing Date: 2025-03-12 14:51:00
Website: https://jlwadvisors.com