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| Happy Holidays!! thanks for using AUM13F!! |
| Northbridge Financial Group LLC
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| CRD # | 310394 |
| SEC # | 801-119466 |
| CIK # | |
| AUM | $305.6 M (2025-03-13) |
| Employees | 12 (67% Investors, 67% Brokers) |
| Phone | 813-877-8000 |
| Address | 4300 West Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 56.5 |
| (b) Individuals (high net worth individuals) | 141 | 240.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.2 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 305.6 |
| By Discretionary | ||
| Discretionary | 1,068 | 242.7 |
| Non-Discretionary | 132 | 62.9 |
| Total | 1,200 | 305.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.6 | |
| Total | 1,200 | 305.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
Cottonwood Capital Advisors LLC
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|
UT | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |
|
Ndure Global LLC
✚
|
0.3 | |
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
|
United Financial Planning Group LLC
✚
|
NY | 0.3 |
|
MZ KARK & Associates Inc
✚
|
CO | 0.3 |
|
HMV Wealth Advisors LLC
✚
|
LA | 0.3 |
|
HW Capital LLC
✚
|
CA | 0.3 |
|
Validus Growth Investors LLC
✚
|
CA | 0.3 |