Stirling Bridge Wealth Partners, LLC
RIASEC Registered
Total AUM
$67M
Discretionary
$67M
100% of AUM
Avg account
$374K
Accounts
179
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 174122
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.29%
- Individuals16.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Stirling Bridge Wealth Partners, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves a mix of individual and family clients as well as institutional relationships, and bills clients on a percentage-of-AUM basis. Its core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds39%
- Exchange Traded Equities33%
- Investment Grade Corp Bonds14%
- State & Local Bonds7%
- US Government Bonds3%
Contacts
1 of 1
Jason Born
PresidentCRD 3066122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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