Tower Bridge Advisors

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

98% of AUM

Avg account

$1.9M

Accounts

805

Employees

Advisory reps

Firm details

Headquarters: West Conshohocken, Pennsylvania
CRD number: 115700
Registered since: October 5, 2001
Website: towerbridgeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI78.45%
Individuals13.27%
Corporations / Businesses6.44%
Pension & Profit Sharing Plans0.95%
Charitable Organizations0.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tower Bridge Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves a mix of individual and family clients as well as institutional accounts. Its advisory model includes financial planning alongside discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Fee arrangements are mixed: percentage-of-AUM billing is used alongside fixed-fee engagements and structures that allow performance-based fees. Industry affiliations indicate the firm also acts as an adviser, general partner, or managing member for pooled vehicles. Tower Bridge Advisors received recognition on CNBC’s Top 100 Financial Advisory Firms list in 2019.