Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > bryn mawr > NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT
859 W. Lancaster Avenue
Bryn Mawr, Pennsylvania 19010
Tel: 610-564-8042
About NEWBRIDGE WEALTH MANAGEMENT
NEWBRIDGE WEALTH MANAGEMENT, formally registered with the SEC as NEWBRIDGE WEALTH MANAGEMENT. The firm was established in 03/11/2022. They have over 4 offices throughout the country.
NEWBRIDGE WEALTH MANAGEMENT is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $160,000,000 assets under management, offering retirement planning & investment advisory services to 620 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169239 |
| SEC# | 801-123445 |
| Assets Managed by Firm | $160,000,000 |
| No. of Clients | 620 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 620 | $160,000,000 |
| Individuals (other than high net worth individuals) | 22 | $10,000,000 |
| High net worth individuals | 105 | $148,000,000 |
More Retirement Planning firms in Bryn Mawr, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Bryn Mawr, Pennsylvania