Abridge Partners, LLC

RIASEC Registered
Total AUM
$124M
Discretionary
$116M
93% of AUM
Avg account
$389K
Accounts
319
Employees
5
Advisory reps
4

Firm details

Headquarters
,
CRD number
145247
Registered since
October 25, 2007
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Abridge Partners, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. The firm is SEC registered (2007) and operates as a capital allocator for individual and family clients. Its business activities include insurance brokerage alongside advisory services, and its fee schedule includes percentage-of-AUM charges as well as hourly, fixed-fee, and commission arrangements. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Investment Grade Corp Bonds 16%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, US Government Bonds 2%61%
  • Public Funds/Mutual Funds61%
  • Investment Grade Corp Bonds16%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth