NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

1200 North Federal Highway
Suite 400
Boca Raton, Florida 33432
Tel: 954-334-3450

About NEWBRIDGE FINANCIAL SERVICES GROUP, INC.

NEWBRIDGE FINANCIAL SERVICES GROUP, INC, formally registered with the SEC as NEWBRIDGE FINANCIAL SERVICES GROUP, INC. The firm was established in 11/06/2007. They have over 39 offices throughout the country.

NEWBRIDGE FINANCIAL SERVICES GROUP, INC. is a Boca Raton, Florida based Financial Planning firm with nearly $566,247,154 assets under management, offering retirement planning & investment advisory services to 2506 clients. The firm is staffed with 183 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130814
SEC#	801-68448
Assets Managed by Firm	$566,247,154
No. of Clients	2506
No. of Advisors	183

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROMOTER 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	2506	$566,247,154
Individuals (other than high net worth individuals)	2118	$400,009,946
High net worth individuals	349	$150,812,816
Pension and profit sharing plans	17	$6,523,934
Charitable organizations	6	$3,095,217
Corporations or other businesses	16	$5,805,241

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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