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Home > Retirement Planners > connecticut > norwalk > RISKBRIDGE ADVISORS, LLC
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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