QUEENBRIDGE CAPITAL, LLC

1175 Pittsford Victor Rd.
Suite 220
Pittsford, New York 14534
Tel: 585-348-9585

About QUEENBRIDGE CAPITAL, LLC

QUEENBRIDGE CAPITAL, LLC, formally registered with the SEC as QUEENBRIDGE CAPITAL, LLC. The firm was established in 10/31/2022. They have over 1 offices throughout the country.

QUEENBRIDGE CAPITAL, LLC is a Pittsford, New York based Financial Planning firm with nearly $75,295,874 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324027
SEC#	801-126976
Assets Managed by Firm	$75,295,874
No. of Clients	148
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	148	$75,295,874
Individuals (other than high net worth individuals)	50	$30,350,062
High net worth individuals	8	$44,945,812

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