Overview
Assets Under Management: $306 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Frequently Asked Questions
NORTHBRIDGE FINANCIAL GROUP, 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 #310394), NORTHBRIDGE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NORTHBRIDGE FINANCIAL GROUP, LLC is headquartered in TAMPA, FL.
NORTHBRIDGE FINANCIAL GROUP, LLC serves 141 high-net-worth clients according to their SEC filing dated February 10, 2025. View client details ↓
According to their SEC Form ADV, NORTHBRIDGE FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NORTHBRIDGE FINANCIAL GROUP, LLC manages $306 million in client assets according to their SEC filing dated February 10, 2025.
According to their SEC Form ADV, NORTHBRIDGE FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,200
Discretionary Accounts: 1,068
Non-Discretionary Accounts: 132
Regulatory Filings
CRD Number: 310394
Last Filing Date: 2025-02-10 00:00:00
Website: https://northbridgefg.com