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NEWBRIDGE WEALTH MANAGEMENT
Investment Advice|BRYN MAWR, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$160M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 150.0M |
| Non-Discretionary | 10.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 169239 |
| SEC Number | 801-123445 |
| Street Address | 859 W. LANCASTER AVENUE |
| Location | BRYN MAWR, PA 19010 |
| Country | United States |
| Phone | 610-564-8042 |
| Fax | 610-750-9274 |
| Total Employees | 3 |
Client Count by Type (131 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 105 |
| Individuals (other than H… | 22 |
| Pooled Investment Vehicle… | 4 |
County data not available for this organization.