Overview
Assets Under Management: $156 million
Headquarters: SANTA CRUZ, CA
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
NATURAL BRIDGES FINANCIAL ADVISORS 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 #148056), NATURAL BRIDGES FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
NATURAL BRIDGES FINANCIAL ADVISORS is headquartered in SANTA CRUZ, CA.
NATURAL BRIDGES FINANCIAL ADVISORS serves 74 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, NATURAL BRIDGES FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
NATURAL BRIDGES FINANCIAL ADVISORS manages $156 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, NATURAL BRIDGES FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 148056
Filing ID: 2054577
Last Filing Date: 2026-02-13 16:36:36