Tower Bridge Advisors

RIASEC RegisteredEst. 2001

Total AUM

$1.5B

Discretionary

$1.5B

98% of AUM

Avg account

$1.9M

Accounts

805

Employees

Advisory reps

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

FINTRX

Overview

Tower Bridge Advisors is an independent registered investment adviser organized as a corporation and SEC-registered since 2001. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management across individuals, pooled investment vehicles, and businesses or institutions. Its fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Tower Bridge Advisors is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and does not present itself as a pension consultant. The firm is involved in pooled vehicles and related sponsor activities, acting in roles such as general partner or managing member for funds it oversees. Tower Bridge Advisors was named a Top 100 Financial Advisory Firm by CNBC in 2019.