STRONG BRIDGE ADVISORS LLC

RIASEC Registered

Total AUM

$63.5M

Discretionary

$47M

74% of AUM

Avg account

$478K

Accounts

133

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 315520
Website: www.strongbridgeadvisers.com
Custodians: INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI96.85%
Corporations / Businesses3%
Individuals0.15%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Strong Bridge Advisors LLC is an independent RIA organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and concentrates its portfolios on liquid, exchange-traded equity exposures while also selecting third‑party managers for alternative strategies. Service lines include financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars/workshops. Fee arrangements are flexible — the firm uses percentage‑of‑AUM billing as well as hourly, fixed and performance‑based fees, which allows it to structure relationships for both retail and institutional mandates. Strong Bridge is not identified as an active ESG investor.