Overview
Assets Under Management: $306 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 141
Average Client Assets: $2 million
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