|
⚲
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| Tower Bridge Advisors Inc
✚
| |
|---|---|
| CRD # | 115700 |
| SEC # | 801-60640 |
| CIK # | 0001278249 |
| AUM | $1.9 BB (2024-03-15) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 610-260-2200 |
| Address | 300 Barr Harbor Drive West Conshohocken, PA 19428-2075 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.1 | |
| AAPL | 2,382.8 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| ORCL | 182.8 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| ACN | 179.5 | 0.0 | |
| MCD | 179.6 | 0.0 | |
| V | 419.3 | 0.0 | |
| J | 16.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 500 | 239.3 |
| (b) Individuals (high net worth individuals) | 560 | 1,480.6 |
| (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 | 15 | 19.9 |
| (h) Charitable organizations | 12 | 35.7 |
| (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 | 25 | 80.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,112 | 1,855.9 |
| By Discretionary | ||
| Discretionary | 1,070 | 1,765.0 |
| Non-Discretionary | 42 | 90.8 |
| Total | 1,112 | 1,855.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,855.9 | |
| Total | 1,112 | 1,855.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001278249] |
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|---|---|---|
|
CFO4Life Group LLC
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|
TX | 1.9 |
|
American Century Investments Private Client Group Inc
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MO | 1.9 |
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1.8 | |
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AL | 1.8 |
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IL | 1.8 |