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| Keyboard |
| Safebridge LLC
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|---|---|
| CRD # | 289485 |
| SEC # | 801-134075 |
| CIK # | |
| AUM | 205.3 M (2026-02-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 703-457-6830 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.2 |
| (b) Individuals (high net worth individuals) | 87 | 205.0 |
| (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 | 331 | 205.3 |
| By Discretionary | ||
| Discretionary | 331 | 205.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 205.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.3 | |
| Total | 331 | 205.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
|
Kenneth Frenke & Co Inc
✚
|
NC | 206.5 M |
|
Glasgow & Associates LLC
✚
|
NC | 206.5 M |
|
ADC Wealth Management LLC
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|
NY | 206.1 M |
|
Chesapeake Investment Management LLC
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|
VA | 205.0 M |
|
Kirk Capital Advisors LLC
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|
VA | 204.9 M |
|
Mittelman Wealth Management LLC
✚
|
204.6 M | |
|
Royal Capital Wealth Management LLC
✚
|
204.2 M | |
|
Gehrig Capital Management Inc
✚
|
IN | 203.9 M |
|
Moler Capital Management LLC
✚
|
203.8 M | |
|
Up North Financial LLC
✚
|
MI | 203.8 M |