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| Greenbridge Partners LLC
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|
|---|---|
| CRD # | 304445 |
| SEC # | 801-127934 |
| CIK # | |
| AUM | $433.1 M (2026-03-10) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 863-688-5938 |
| Address | 3700 Airfield Dr West Lakeland, FL 33811 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 319.4 |
| (b) Individuals (high net worth individuals) | 107 | 113.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 733 | 433.1 |
| By Discretionary | ||
| Discretionary | 733 | 433.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 733 | 433.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.1 | |
| Total | 733 | 433.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hendley & Co Inc
✚
|
OH | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
August Wealth Advisors LLC
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|
CT | 0.4 |
|
Brandon Financial Planning Inc
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|
TN | 0.4 |
|
Steadmont Advisors LLC
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|
AL | 0.4 |
|
Benchmark Wealth Management LLC
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|
CT | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Compass Financial Group Inc
✚
|
FL | 0.4 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.4 |
|
LEGA Z Advisory LLC
✚
|
0.4 |