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

More Retirement Planning firms in Norwalk, Connecticut:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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