TOWER BRIDGE ADVISORS
Firm details
- Headquarters
- w cnshohocken, Pennsylvania
- CRD number
- 115700
- Registered since
- October 5, 2001
- Website
- towerbridgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI78.45%
- Individuals13.27%
- Corporations / Businesses6.44%
- Pension & Profit Sharing Plans0.95%
- Charitable Organizations0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tower Bridge Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm operates as a corporation under individual ownership and serves a mix of individual and family clients alongside institutional relationships. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutional or corporate clients. The firm charges a blend of fee structures — percentage of assets under management, fixed fees, and performance-based fees — and does not list active ESG investing as a stated emphasis. Tower Bridge Advisors was named one of CNBC’s Top 100 Financial Advisory Firms in 2019.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities68%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2JAMES MEYER
CEOCRD 333111
JEFFREY KACHEL
CFOCRD 4866924
Contacts
3 of 7Christopher Crooks
Senior Portfolio ManagerCRD 4052294
DANIEL RODAN
Senior Portfolio ManagerCRD 4688945
NICHOLAS FILIPPO
Vice President, Sales and MarketingCRD 2172190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$86.6M in ETFs
96%
$83.4M
0%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $18.6M | 31,158 | 21.49% |
Location
w cnshohocken, PA
MONTGOMERY
Location
w cnshohocken, PA
Headquartered in w cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 300 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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