Overview
Assets Under Management: $1.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 288
Average Client Assets: $3.3 million
Frequently Asked Questions
YORKBRIDGE WEALTH PARTNERS, 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 #283949), YORKBRIDGE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
YORKBRIDGE WEALTH PARTNERS, LLC is headquartered in NEW YORK, NY.
YORKBRIDGE WEALTH PARTNERS, LLC serves 288 high-net-worth clients according to their SEC filing dated March 24, 2023. View client details ↓
According to their SEC Form ADV, YORKBRIDGE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
YORKBRIDGE WEALTH PARTNERS, LLC manages $1.0 billion in client assets according to their SEC filing dated March 24, 2023.
According to their SEC Form ADV, YORKBRIDGE WEALTH PARTNERS, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.69%
Average Client Assets: $3.3 million
Total Client Accounts: 1,190
Discretionary Accounts: 1,122
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 283949
Filing ID: 1740202
Last Filing Date: 2023-03-24 17:05:00