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ABRIDGE PARTNERS, LLC
CRD 145247 · SEC 801-68497
AZ, United States
Phone
(601) 718-0000
Fax
(601) 718-0006
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.0M
Discretionary AUM
$115.5M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 116 | $124.0M |
States served
AZ, MD, MS, PA
All web addresses on file
Official SEC filing: View on IAPD