← Back to searchVisit website
TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS, INC.
CRD 115700 · SEC 801-60640
300 BARR HARBOR DRIVE, SUITE 705, WEST CONSHOHOCKEN, PA, 19428-2075, United States
Phone
610-260-2200
Fax
610-260-2239
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.46B
Team
14 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 375 | $198.2M |
| High net worth individuals | 386 | $1.17B |
| Pooled investment vehicles | 2 | — |
| Pension/profit sharing plans | 11 | $14.1M |
| Charitable organizations | 9 | $13.5M |
| Corporations/business entities | 24 | $96.2M |
States served
AZ, CA, DE, DC, MD, MA, NJ, NY, PA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD