TAXBRIDGE FINANCIAL GROUP INC
  • TAXBRIDGE FINANCIAL GROUP INC

Adviser Profile

As of Date 08/09/2023
Registration status Terminated
ADV Location CAMBRIDGE, MA, United States
Contact Info 617 xxxxxxx
AUM* 120,145,000 2%
of that, discretionary 120,145,000 2%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2,503,021 10%
% High Net Worth 79.17% 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

120M 103M 86M 69M 51M 34M 17M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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