|
⚲
|
| Greenbridge Partners LLC
✚
| |
|---|---|
| CRD # | 304445 |
| SEC # | 801-127934 |
| CIK # | |
| AUM | $178.7 MM (2024-06-11) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 863-688-5938 |
| Address | 3700 Airfield Dr West Lakeland, FL 33811 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 94.7 |
| (b) Individuals (high net worth individuals) | 103 | 84.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 178.7 |
| By Discretionary | ||
| Discretionary | 410 | 178.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 410 | 178.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.7 | |
| Total | 410 | 178.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AHL Investment Management Inc
✚
|
FL | 0.2 |
|
Ouellette Wealth Advisory LLC
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|
MA | 0.2 |
|
Strategic Wealth Capital LLC
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|
CA | 0.2 |
|
TrueWealth Financial Partners LLC
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|
WA | 0.2 |
|
Filigree Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Wealth Advisors Group LLC
✚
|
IA | 0.2 |
|
Bowers Wealth Management Inc
✚
|
NV | 0.2 |
|
Anchor Wealth Management Group LLC
✚
|
FL | 0.2 |
|
Sector Analysts LLC
✚
|
PA | 0.2 |
|
RMSincerbeaux Capital Management LLC
✚
|
NY | 0.2 |