ADDAX BRIDGE FINANCIAL
Firm details
- Headquarters
- ROCKVILLE, Maryland
- CRD number
- 335247
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Addax Bridge Financial is organized as a limited liability company and is individually owned. The firm offers financial planning and discretionary portfolio management focused on individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm identifies as an active ESG investor, but it is not registered as a multi-state adviser, does not act as a pension consultant, and does not position itself as a capital allocator or related 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
Owners & executives
1 of 1ROBIN KIZITO
Founder and CEOCRD 5351737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCKVILLE, MD
MONTGOMERY
Location
ROCKVILLE, MD
Headquartered in ROCKVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 11810 Grand Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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