ARGOSY-LIONBRIDGE MANAGEMENT, LLC

230 Park Avenue
Suite 922
New York, New York 10169
Tel: (646) 536-7422

About ARGOSY-LIONBRIDGE MANAGEMENT, LLC

ARGOSY-LIONBRIDGE MANAGEMENT, LLC, formally registered with the SEC as ARGOSY-LIONBRIDGE MANAGEMENT, LLC. The firm was established in 11/24/2023. They have over 1 offices throughout the country.

ARGOSY-LIONBRIDGE MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $87,531,230 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325413
SEC#	801-129107
Assets Managed by Firm	$87,531,230
No. of Clients	5
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$87,531,230
Charitable organizations	Fewer than 5 clients	$53,146,248
Other investment advisers	Fewer than 5 clients	$10,000,000

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