Twin Bridges Advisory

RIASEC Registered

Total AUM

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Firm details

Headquarters: New York, New York
CRD number: 343402
Registered since: August 21, 2026
Fee structure: Percentage of AUM, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Twin Bridges Advisory, LLC is a newly formed SEC-registered investment adviser (registration year 2026) organized as a domestic limited liability company. The firm describes itself as a capital allocator and offers a mix of advisory services geared toward individuals and small businesses, including financial planning, discretionary portfolio management, selection of other advisers, and pension consulting services. Compensation is structured as a combination of percentage-of-AUM fees and fixed fees. The firm is marked as a single-state operation and is not identified as an active ESG investor. Ownership is listed as a domestic entity and an individual. Twin Bridges Advisory is designated as a newly formed adviser and is not presented as a related adviser to another entity.