Newbridge Financial Services Group, Inc. is a large advisory firm based in Boca Raton. It manages $175.03 million of regulatory assets for 871 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Newbridge Financial Services Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Newbridge Financial Services Group, Inc. is $175.03 million. The firm's AUM has grown by 484% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Newbridge Financial Services Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Newbridge Financial Services Group is individuals with 786 clients and $112.62 million of assets under management. Among the 3 most similar advisory firms, Newbridge Financial Services Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $175.03 million for 871 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Newbridge Financial Services Group doesn't advise any private funds.
The company employs 65 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 65 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Newbridge Financial Services Group, Inc. performs its advisory services is located at 5200 Town Center Circle, Boca Raton, FL 33486, which is also the mailing address of the firm. An additional office of the firm is in Mesa, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-334-3450 or by fax 954-541-8689. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at newbridgefsg.com.