Riskbridge Advisors, LLC

RIASEC Registered

Total AUM

$898M

Discretionary

$540M

60% of AUM

Avg account

$3.1M

Accounts

293

Employees

Advisory reps

Firm details

Headquarters: Norwalk, Connecticut
CRD number: 310396
Registered since: October 30, 2020
Website: www.riskbridgeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON, INSPIRA FINANCIAL TRUST, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.19%
Insurance Companies38.69%
Individuals7.28%
Other Investment Advisers5.28%
Corporations / Businesses3.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Riskbridge Advisors, LLC is an independent SEC-registered investment adviser organized as an LLC (SEC registration in 2020). The firm identifies as a capital allocator that serves both individual/family clients and institutional accounts. Its advisory services encompass financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, the selection of third‑party advisers, and the publication of periodic newsletters or commentaries. Fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm does not characterize itself as an active ESG investor.