Addax Bridge Financial

Overview

Addax Bridge Financial is organized as a limited liability company and is individually owned. The firm offers financial planning and discretionary portfolio management focused on individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm identifies as an active ESG investor, but it is not registered as a multi-state adviser, does not act as a pension consultant, and does not position itself as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices