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GREENBRIDGE INVESTMENT MANAGEMENT, LLC
CRD 283473
4248 GALEWOOD STREET, LAKE OSWEGO, OR, 97035, United States
Phone
5035059699
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.9M
Discretionary AUM
$49.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.9M |
| High net worth individuals | 7 | $10.5M |
| Charitable organizations | 5 | $36.5M |
All web addresses on file
Official SEC filing: View on IAPD