|
⚲
|
| Riskbridge Advisors LLC
✚
|
|
|---|---|
| CRD # | 310396 |
| SEC # | 801-119715 |
| CIK # | |
| AUM | $435.2 MM (2023-03-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 203-658-6055 |
| Address | 789 Cheese Spring Road New Canaan, CT 06840 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.9 |
| (b) Individuals (high net worth individuals) | 21 | 173.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 2.0 |
| (k) Insurance companies | 0 | 231.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 23.3 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 435.2 |
| By Discretionary | ||
| Discretionary | 36 | 192.6 |
| Non-Discretionary | 2 | 242.6 |
| Total | 38 | 435.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 225.0 | |
| United States Persons | 210.2 | |
| Total | 38 | 435.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.4 |
|
Colorado Capital Management Inc
✚
|
CO | 0.4 |
|
RDA Financial Network Inc
✚
|
IA | 0.4 |
|
The Retirement Group LLC
✚
|
CA | 0.4 |
|
Materetsky Financial Group Inc
✚
|
FL | 0.4 |
|
Kutscher Benner Barsness & Stevens Inc
✚
|
WA | 0.4 |
|
Dahring Cusmano LLC
✚
|
MI | 0.4 |
|
Family Investment Center Inc
✚
|
MO | 0.4 |
|
True Wealth Design LLC
✚
|
OH | 0.4 |
|
Outlook Wealth Advisors LLC
✚
|
TX | 0.4 |