Overview
Assets Under Management: $205 million
High-Net-Worth Clients: 87
Average Client Assets: $2 million
Frequently Asked Questions
SAFEBRIDGE 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 #289485), SAFEBRIDGE LLC is subject to fiduciary duty under federal law.
SAFEBRIDGE LLC serves 87 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, SAFEBRIDGE LLC offers financial planning and portfolio management for individuals. View all service details ↓
SAFEBRIDGE LLC manages $205 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, SAFEBRIDGE 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: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 331
Discretionary Accounts: 331
Regulatory Filings
CRD Number: 289485
Filing ID: 2049606
Last Filing Date: 2026-02-04 09:13:10