Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > lakeland > GREENBRIDGE PARTNERS LLC
GREENBRIDGE PARTNERS LLC
3700 Airfield Dr West
Lakeland, Florida 33811
Tel: 863-688-5938
About GREENBRIDGE PARTNERS LLC
GREENBRIDGE PARTNERS LLC, formally registered with the SEC as GREENBRIDGE PARTNERS LLC. The firm was established in 05/05/2023. They have over 1 offices throughout the country.
GREENBRIDGE PARTNERS LLC is a Lakeland, Florida based Financial Planning firm with nearly $178,734,014 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304445 |
| SEC# | 801-127934 |
| Assets Managed by Firm | $178,734,014 |
| No. of Clients | 410 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 410 | $178,734,014 |
| Individuals (other than high net worth individuals) | 266 | $94,663,962 |
| High net worth individuals | 103 | $84,070,052 |
More Retirement Planning firms in Lakeland, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Lakeland, Florida