RISKBRIDGE ADVISORS, LLC

401 Merritt 7
Ph
Norwalk, Connecticut 06851
Tel: (203) 658-6055

About RISKBRIDGE ADVISORS, LLC

RISKBRIDGE ADVISORS, LLC, formally registered with the SEC as RISKBRIDGE ADVISORS, LLC. The firm was established in 10/30/2020. They have over 4 offices throughout the country.

RISKBRIDGE ADVISORS, LLC is a Norwalk, Connecticut based Financial Planning firm with nearly $633,026,097 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310396
SEC#	801-119715
Assets Managed by Firm	$633,026,097
No. of Clients	47
No. of Advisors	7

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
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$633,026,097
Individuals (other than high net worth individuals)	8	$2,026,550
High net worth individuals	25	$226,745,933
Pension and profit sharing plans	Fewer than 5 clients	$848,664
Charitable organizations	5	$26,320,984
Other investment advisers	Fewer than 5 clients	$2,228,779
Corporations or other businesses	5	$42,621,544

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