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NATURAL BRIDGES FINANCIAL ADVISORS
NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD 148056 · SEC 801-132940
627 CENTER STREET, SANTA CRUZ, CA, 95060, United States
Phone
831-421-0700
Fax
831-421-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.8M
Discretionary AUM
$155.8M
Team
3 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.8M |
| High net worth individuals | 74 | $153.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD