Overview
Assets Under Management: $100 million
Headquarters: CAMBRIDGE, MA
High-Net-Worth Clients: 31
Average Client Assets: $3.1 million
Frequently Asked Questions
TAXBRIDGE FINANCIAL GROUP INC 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 #133360), TAXBRIDGE FINANCIAL GROUP INC is subject to fiduciary duty under federal law.
TAXBRIDGE FINANCIAL GROUP INC is headquartered in CAMBRIDGE, MA.
TAXBRIDGE FINANCIAL GROUP INC serves 31 high-net-worth clients according to their SEC filing dated August 07, 2023. View client details ↓
According to their SEC Form ADV, TAXBRIDGE FINANCIAL GROUP INC offers financial planning and portfolio management for individuals. View all service details ↓
TAXBRIDGE FINANCIAL GROUP INC manages $100 million in client assets according to their SEC filing dated August 07, 2023.
According to their SEC Form ADV, TAXBRIDGE FINANCIAL GROUP INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.11%
Average Client Assets: $3.1 million
Total Client Accounts: 43
Discretionary Accounts: 43
Regulatory Filings
CRD Number: 133360
Filing ID: 1779130
Last Filing Date: 2023-08-07 14:31:00