Overview
Assets Under Management: $160 million
Headquarters: BRYN MAWR, PA
High-Net-Worth Clients: 105
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.50
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 620
Discretionary Accounts: 605
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 169239
Last Filing Date: 2025-02-12 00:00:00
Website: https://newbridgewealth.com