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Home > Retirement Planners > florida > tampa > NORTHBRIDGE FINANCIAL GROUP, LLC
NORTHBRIDGE FINANCIAL GROUP, LLC
4300 West Cypress Street
Meridian Two Building, Suite 370
Tampa, Florida 33607
Tel: (813) 877-8000
About NORTHBRIDGE FINANCIAL GROUP, LLC
NORTHBRIDGE FINANCIAL GROUP, LLC, formally registered with the SEC as NORTHBRIDGE FINANCIAL GROUP, LLC. The firm was established in 09/14/2020. They have over 1 offices throughout the country.
NORTHBRIDGE FINANCIAL GROUP, LLC is a Tampa, Florida based Financial Planning firm with nearly $305,604,820 assets under management, offering retirement planning & investment advisory services to 1200 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310394 |
| SEC# | 801-119466 |
| Assets Managed by Firm | $305,604,820 |
| No. of Clients | 1200 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1200 | $305,604,820 |
| Individuals (other than high net worth individuals) | 285 | $56,451,419 |
| High net worth individuals | 141 | $240,584,061 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,206,035 |
| Charitable organizations | Fewer than 5 clients | $1,774,017 |
| Corporations or other businesses | Fewer than 5 clients | $589,288 |
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