Northbridge Financial Group, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 310394
- Registered since
- September 14, 2020
- Website
- www.northbridgefg.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.93%
- Individuals18.06%
- Pension & Profit Sharing Plans1.38%
- Charitable Organizations0.46%
- Corporations / Businesses0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Northbridge Financial Group, LLC is an independent, LLC-structured registered investment adviser that entered SEC registration in 2020 and is owned by an individual. The firm advises both individual and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Northbridge does not position itself as a multi-state adviser or a separate capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds11%
- Other11%
- Cash & Cash Equivalents7%
Contacts
3 of 9
Randy Ramos
Financial AdvisorCRD 6211901
Kenneth Conte
Financial AdvisorCRD 6079300
Ellis De Jesus
Financial AdvisorCRD 5068897
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$140M in ETFs
84%
$118M
16%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $12.1M | 16,387 | 8.59% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 4300 W Cypress St
- Time zone
- ET (UTC-5)
- Office locations
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