EVERBRIDGE ADVISORS

Overview

Everbridge Advisors is a limited liability company focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and is classified as an adviser that also engages in other financial product sales activities. It is not identified as an active ESG investor, not a multi-state adviser, and is not categorized as a capital allocator. Public filings list the firm as unclassified and owned by a domestic entity/individual. Investment activity appears centered on managed portfolios rather than large institutional mandates. The combination of advisory services and product sales suggests the firm blends discretionary portfolio management with access to third-party investment products. Specific manager allocations and model-level preferences are not detailed in filings, so the firm's sector tilts, factor exposures, and target risk profiles are not publicly documented.

Assets & Accounts

Investments & Alternatives

Location & Offices