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TRUEBRIDGE CAPITAL PARTNERS
1011 South Hamilton Road
Suite 400
Chapel Hill, North Carolina 27517
Tel: 919-442-5201
About TRUEBRIDGE CAPITAL PARTNERS
TRUEBRIDGE CAPITAL PARTNERS, formally registered with the SEC as TRUEBRIDGE CAPITAL PARTNERS. The firm was established in 11/16/2010. They have over 1 offices throughout the country.
TRUEBRIDGE CAPITAL PARTNERS is a Chapel Hill, North Carolina based Financial Planning firm with nearly $8,601,633,930 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 155425 |
| SEC# | 801-71946 |
| Assets Managed by Firm | $8,601,633,930 |
| No. of Clients | 156 |
| No. of Advisors | 30 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 156 | $8,601,633,930 |
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