Abridge Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145247
- Registered since
- October 25, 2007
- Website
- www.abridgepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Abridge Partners, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. The firm is SEC registered (2007) and operates as a capital allocator for individual and family clients. Its business activities include insurance brokerage alongside advisory services, and its fee schedule includes percentage-of-AUM charges as well as hourly, fixed-fee, and commission arrangements. The firm reports it is not 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 Funds61%
- Investment Grade Corp Bonds16%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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