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| Northbridge Financial Group LLC
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|---|---|
| CRD # | 310394 |
| SEC # | 801-119466 |
| CIK # | 0001968850 |
| AUM | 413.1 M (2026-02-27) |
| Employees | 11 (64% Investors, 64% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-877-8000 |
| Address | 4300 West Cypress Street Tampa, FL 33607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001968850 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.7 | ||
| Apple Inc | 19.9 | ||
| Alphabet Inc | 8.2 | ||
| Broadcom Inc | 6.9 | ||
| Amazon Com Inc | 6.7 | ||
| Microsoft Corp | 6.3 | ||
| Facebook Inc | 6.2 | ||
| Advanced Micro Devices Inc | 5.8 | ||
| Tesla Motors Inc | 4.1 | ||
| Lilly Eli & Co | 3.2 | ||
| Visa Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 74.6 |
| (b) Individuals (high net worth individuals) | 170 | 330.2 |
| (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 | 5 | 5.7 |
| (h) Charitable organizations | 0 | 1.9 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,354 | 413.1 |
| By Discretionary | ||
| Discretionary | 1,319 | 373.4 |
| Non-Discretionary | 35 | 39.7 |
| Total | 1,354 | 413.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.1 | |
| Total | 1,354 | 413.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001968850] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northeast Planning Associates Inc
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NH | 414.0 M |
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Oak Asset Management LLC
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Altamont Capital Management LLC
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|
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|
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|
Bay Harbor Wealth Management LLC
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MD | 412.0 M |
|
Petix & Botte Company
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|
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|
Foundation Wealth Management LLC
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|
Curbstone Financial Management Corporation
✚
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