ICEBRIDGE FINANCIAL GROUP

Overview

Icebridge Financial Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm is individually owned and focuses on serving individuals and families. It operates as a capital allocator, selecting and placing client capital with external managers as well as managing portfolios directly. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Reported advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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Location & Offices