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 $8,363,744,672 assets under management, offering retirement planning & investment advisory services to 196 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155425
SEC#	801-71946
Assets Managed by Firm	$8,363,744,672
No. of Clients	196
No. of Advisors	38

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	196	$8,363,744,672

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