Northbridge Wealth Management LLC
Firm details
- Headquarters
- Teaneck, New Jersey
- CRD number
- 339816
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Northbridge Wealth Management LLC is structured as a limited liability company owned by an individual. The firm provides fee-based advice charged as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. FINTRX flags the adviser as unclassified and indicates it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Teaneck, NJ
Bergen
Location
Teaneck, NJ
Headquartered in Teaneck, 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
- 31 Hillside Ave
- Time zone
- ET (UTC-5)
- Office locations
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