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RISKBRIDGE ADVISORS, LLC
CRD 310396 · SEC 801-119715
401 MERRITT 7, PH, NORWALK, CT, 06851, United States
Phone
(203) 658-6055
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$898.3M
Discretionary AUM
$539.5M
Team
15 total employees; 8 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $65.4M |
| High net worth individuals | 59 | $379.0M |
| Pension/profit sharing plans | 2 | $2.8M |
| Charitable organizations | 5 | $25.3M |
| Other investment advisers | 1 | $47.4M |
| Insurance companies | 1 | $347.5M |
| Corporations/business entities | 7 | $30.9M |
States served
AZ, CA, CO, MA, MT, NV, NY, ND, OH, OR, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD