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JEFFERSON BRIDGE CAPITAL, LLC
3322 West End Avenue
Suite 110
Nashville, Tennessee 37203
Tel: 615-312-7750
About JEFFERSON BRIDGE CAPITAL, LLC
JEFFERSON BRIDGE CAPITAL, LLC, formally registered with the SEC as JEFFERSON BRIDGE CAPITAL, LLC. The firm was established in 09/20/2023. They have over 2 offices throughout the country.
JEFFERSON BRIDGE CAPITAL, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $106,151,489 assets under management, offering retirement planning & investment advisory services to 30 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325636 |
| SEC# | 801-128527 |
| Assets Managed by Firm | $106,151,489 |
| No. of Clients | 30 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
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 | 30 | $106,151,489 |
| Individuals (other than high net worth individuals) | 11 | $1,907,247 |
| High net worth individuals | 1 | $2,146,971 |
| Charitable organizations | 6 | $102,097,271 |
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