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TRIBRIDGE PARTNERS FINANCIAL LLC
CRD 326489 · SEC 801-129200
6721 COLUMBIA GATEWAY DRIVE, SUITE 100, COLUMBIA, MD, 21046, United States
Phone
240-422-8799
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.60B
Discretionary AUM
$407.4M
Team
25 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $22.2M |
| High net worth individuals | 174 | $352.9M |
| Pension/profit sharing plans | 118 | $1.22B |
| Corporations/business entities | 2 | $359K |
States served
CA, DC, LA, MD, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD