350 Springfield Avenue
Suite #200
Summit, New Jersey 07901
Tel: 212-698-8544
SHOREBRIDGE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SHOREBRIDGE CAPITAL MANAGEMENT, LLC. The firm was established in 01/17/2018. They have over 1 offices throughout the country.
SHOREBRIDGE CAPITAL MANAGEMENT, LLC is a Summit, New Jersey based Financial Planning firm with nearly $706,369,492 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 290660 |
SEC# | 801-112289 |
Assets Managed by Firm | $706,369,492 |
No. of Clients | 2 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $706,369,492 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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