Icebridge Financial Group

RIAState Registered

Total AUM

$70M

Discretionary

$70M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 323346
Registered since: September 30, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Icebridge Financial Group is an independent, state-registered wealth advisory firm organized as an LLC and based in Florida. The firm primarily advises individual and family clients and positions itself as a capital allocator that also selects and oversees third‑party managers on clients’ behalf. Its advisory services cover financial planning and portfolio management for individuals, small businesses and institutional/business clients. Compensation is flexible: the firm charges a percentage of AUM and also uses hourly and fixed fees. Icebridge does not identify as an ESG investor and appears to operate under a single‑state registration.