Yorkbridge Wealth Partners LLC

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Assets, Funds, Holdings

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Yorkbridge Wealth Partners LLC
CRD #283949
SEC #801-107827
CIK #
AUM $757.0 MM (92% Disc, 99% US)
Employees7 (57% Investors, 0% Brokers)
Phone212-574-4070
Address80 Broad Street
New York, NY 10004
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
81064848632416202011201420172020
Sector Holding Cap ($MM) Value ($MM)
WRB10,130.07.1
AMZN820,610.06.3
MSFT865,660.06.0
AAPL843,560.05.9
NEAR4.2
JNJ369,000.03.8
PFE230,400.03.8
GOOG817,370.03.7
V341,210.03.2
MMM119,250.03.1
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
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