|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Safebridge LLC
✚
|
|
|---|---|
| CRD # | 289485 |
| SEC # | 801-134075 |
| CIK # | |
| AUM | $168.6 M (2025-07-01) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 703-457-6830 |
| Address | 531 Brentwood Road 214 Denver, NC 28037 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.2 |
| (b) Individuals (high net worth individuals) | 86 | 168.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 168.6 |
| By Discretionary | ||
| Discretionary | 331 | 168.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.6 | |
| Total | 331 | 168.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sequoia Swiss Financial Advisors AG
✚
|
0.2 | |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
ESG Planning
✚
|
CA | 0.2 |
|
Heisten Financial LLC
✚
|
AK | 0.2 |
|
Kapusta Financial Group Inc
✚
|
PA | 0.2 |
|
Oxenfree Capital LLC
✚
|
FL | 0.2 |
|
Element Squared LLC
✚
|
MN | 0.2 |
|
HARA Capital LLC
✚
|
WA | 0.2 |
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
Counterweight Ventures LLC
✚
|
NC | 0.2 |