Overview
Assets Under Management: $301 million
Headquarters: EGG HARBOR TOWNSHIP, NJ
High-Net-Worth Clients: 123
Average Client Assets: $2.1 million
Frequently Asked Questions
VESTBRIDGE ADVISORS, 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 #318978), VESTBRIDGE ADVISORS, INC is subject to fiduciary duty under federal law.
VESTBRIDGE ADVISORS, INC is headquartered in EGG HARBOR TOWNSHIP, NJ.
VESTBRIDGE ADVISORS, INC serves 123 high-net-worth clients according to their SEC filing dated April 30, 2024. View client details ↓
According to their SEC Form ADV, VESTBRIDGE ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VESTBRIDGE ADVISORS, INC manages $301 million in client assets according to their SEC filing dated April 30, 2024.
According to their SEC Form ADV, VESTBRIDGE ADVISORS, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.07%
Average Client Assets: $2.1 million
Total Client Accounts: 301
Discretionary Accounts: 299
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 318978
Filing ID: 1872461
Last Filing Date: 2024-04-30 09:17:00