FIRST BRIDGE LENDING

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PETALUMA, California
CRD number
284179

Firm profile

FINTRX

Overview

First Bridge Lending is organized as a limited liability company that operates primarily through nontraditional financial-product distribution and sponsor roles rather than as a standard registered advisory practice. The firm is identified in the source data as an "Other Financial Product Salesperson" and holds industry affiliations consistent with real-estate-related sponsor activity: it is listed as a real estate broker and sponsor and as a general partner/managing member of pooled investment vehicles. The firm is not flagged as an active ESG investor, is not designated a multi-state adviser, and is not characterized as a capital allocator in the provided snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Louis Bardis

    PrincipalCRD 7092174

  • Brian Haines

    PrincipalCRD 7896672

  • Michael Joseph

    FounderCRD 6672528

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PETALUMA, CA

SONOMA

Location

PETALUMA, CA

Headquartered in PETALUMA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SONOMA
Address
5341 Old Redwood Hwy
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth