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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tribridge Partners Financial LLC
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|---|---|
| CRD # | 326489 |
| SEC # | 801-129200 |
| CIK # | |
| AUM | $1.2 B (2025-04-01) |
| Employees | 25 (32% Investors, 32% Brokers) |
| Phone | 240-422-8799 |
| Address | 6721 Columbia Gateway Drive Columbia, MD 21046 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 3.2 |
| (b) Individuals (high net worth individuals) | 56 | 127.1 |
| (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 | 100 | 1,071.1 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 257 | 1,201.9 |
| By Discretionary | ||
| Discretionary | 177 | 182.2 |
| Non-Discretionary | 80 | 1,019.7 |
| Total | 257 | 1,201.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,201.9 | |
| Total | 257 | 1,201.9 |
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|---|---|---|
|
Verity and Verity LLC
✚
|
SC | 1.2 |
|
Valley Wealth Strategies LLC
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|
CA | 1.2 |
|
SBK Financial Inc
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VA | 1.2 |
|
Fusion Family Wealth LLC
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NY | 1.2 |
|
Forge Financial Services LLC
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OK | 1.2 |
|
Sanderson Wealth Management LLC
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NY | 1.2 |
|
Beirne Wealth Consulting Services LLC
✚
|
CT | 1.2 |
|
CWS Financial Advisors LLC
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|
MI | 1.2 |
|
Folger Nolan Fleming Douglas Capital Management Inc
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|
DC | 1.2 |
|
Hazlett Burt & Watson Inc
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|
WV | 1.2 |