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NORTHBRIDGE FINANCIAL GROUP, LLC
CRD 310394 · SEC 801-119466
4300 WEST CYPRESS STREET, MERIDIAN TWO BUILDING, SUITE 370, TAMPA, FL, 33607, United States
Phone
(813) 877-8000
Fax
(813) 877-8001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.1M
Discretionary AUM
$373.4M
Team
11 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $74.6M |
| High net worth individuals | 170 | $330.2M |
| Pension/profit sharing plans | 5 | $5.7M |
States served
CA, GA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD