Overview
Assets Under Management: $1.6 billion
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 174
Average Client Assets: $2 million
Frequently Asked Questions
TRIBRIDGE PARTNERS FINANCIAL 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 #326489), TRIBRIDGE PARTNERS FINANCIAL LLC is subject to fiduciary duty under federal law.
TRIBRIDGE PARTNERS FINANCIAL LLC is headquartered in COLUMBIA, MD.
TRIBRIDGE PARTNERS FINANCIAL LLC serves 174 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, TRIBRIDGE PARTNERS FINANCIAL LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TRIBRIDGE PARTNERS FINANCIAL LLC manages $1.6 billion in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, TRIBRIDGE PARTNERS FINANCIAL 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: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 535
Discretionary Accounts: 417
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 326489
Filing ID: 2056191
Last Filing Date: 2026-02-24 10:37:39