KINGSBRIDGE ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
6
Advisory reps
4

Firm details

Headquarters
FAIR LAWN, New Jersey
CRD number
126936
Fee structure
Fixed Fees, Other
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kingsbridge Advisors, LLC is organized as a corporation under individual ownership and positions itself as a capital allocator for both individual/family and institutional clients. Its stated fee model includes fixed fees (and other unspecified fee arrangements), and its advisory remit highlights pension consulting services and the selection of other advisers, which points to a manager-of-managers or consultant-style role on some client engagements. The firm is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • KRISTOPHER GROSSMAN

    Managing PrincipalCRD 4831471

  • DAVID GROSSMAN

    Co-Founder & Financial AdvisorCRD 722641

  • JAMES PACILIO JR

    Co-Founder & Financial AdvisorCRD 354926

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FAIR LAWN, NJ

BERGEN

Location

FAIR LAWN, NJ

Headquartered in FAIR LAWN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
BERGEN
Address
1115 Promenade Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth