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THREE BRIDGE WEALTH ADVISORS
240 Third Street
Suite 110
Los Altos, California 94022
Tel: 650-433-3500
About THREE BRIDGE WEALTH ADVISORS
THREE BRIDGE WEALTH ADVISORS, formally registered with the SEC as THREE BRIDGE WEALTH ADVISORS. The firm was established in 07/09/2009. They have over 1 offices throughout the country.
THREE BRIDGE WEALTH ADVISORS is a Los Altos, California based Financial Planning firm with nearly $756,423,205 assets under management, offering retirement planning & investment advisory services to 589 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150460 |
| SEC# | 801-70332 |
| Assets Managed by Firm | $756,423,205 |
| No. of Clients | 589 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 589 | $756,423,205 |
| Individuals (other than high net worth individuals) | 45 | $89,359,419 |
| High net worth individuals | 29 | $667,063,786 |
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