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CHARLESBRIDGE ADVISORS

CHARLESBRIDGE ADVISORS, LLC

CRD 341159 · SEC 801-136229

Visit website

888 WASHINGTON STREET, DEDHAM, MA, 02026, United States

Phone

(781) 682-3299

Fax

N/A

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

States served

MA

All web addresses on file

Official SEC filing: View on IAPD