Stamford Bridge Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 323753
- Website
- www.stamfordbridgewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.59%
- Individuals30.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stamford Bridge Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is based on a percentage of assets under management. The firm reports it is not primarily a capital allocator, does not position itself as an ESG investor, and is not a multi-state or newly formed adviser.
Assets & Accounts
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 Funds72%
- Exchange Traded Equities23%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Shad Thomas
Investment Advisor RepresentativeCRD 7645948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Fryar Financial
RIADurham, NC
Hardwick Capital Management, LLC
RIAPawleys Island, SC