GREENBRIDGE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 283473
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations73.02%
- HNWI21.11%
- Individuals5.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greenbridge Investment Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Fees are charged on a mix of percentage of assets under management, hourly rates, and fixed fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state or pension consultant adviser in the source information.
Assets & Accounts
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
- Other59%
- Cash & Cash Equivalents20%
- Exchange Traded Equities18%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
Owners & executives
2 of 2WILLIAM NOLAN
Co-Chief Investment OfficerCRD 4068397
GREGORY WALSH
Co-Chief Investment OfficerCRD 4546952
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 4248 Galewood St
- Time zone
- PT (UTC-8)
- Office locations
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