Greenbridge Partners LLC
Greenbridge Partners LLC (CRD# 304445) is a financial advisory firm headquartered in Lakeland, FL. They manage $178,734,014 in 410 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Greenbridge Partners LLC
By the Numbers
-
Total Assets Under Management179MILLION
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$435,937
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TN
Financial Advisors at Greenbridge Partners LLC
1
Jay Wells (CRD# 2617589) is an Investment Advisor Representative working at Greenbridge Partners LLC in Lakeland, FL and has over 24 years of experience in the finance industry.
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