RISKBRIDGE ADVISORS, LLC
Firm details
- Headquarters
- NORWALK, Connecticut
- CRD number
- 310396
- Registered since
- October 30, 2020
- Website
- www.riskbridgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI42.19%
- Insurance Companies38.69%
- Individuals7.28%
- Other Investment Advisers5.28%
- Corporations / Businesses3.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Riskbridge Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party managers, and publication of periodic investment commentary. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Riskbridge is not identified as an active ESG investor.
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
Asset composition
- Private Funds46%
- Public Funds/Mutual Funds39%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
3 of 4Michael Fredericks
Chief Investment OfficerCRD 3155511
Thomas Davis
CEO & Wealth AdvisorCRD 4716827
WILLIAM KENNEDY
Chief Executive Officer & Chief Investment OfficerCRD 2706561
Contacts
3 of 7Estelle St. Clair Stedman
AssociateCRD 7828105
Nichole Zahner
Vice President and Wealth AdvisorCRD 6434297
JONATHAN ZAFFINO
MemberCRD 7287828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORWALK, CT
FAIRFIELD
Location
NORWALK, CT
Headquartered in NORWALK, CT, 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
- FAIRFIELD
- Address
- 401 Merritt 7
- Time zone
- ET (UTC-5)
- Office locations
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