YorkBridge Wealth Partners is an investment advisor in New York with $1.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
812859118
SEC advisor number
801-107827
FINRA CRD number
283949
AUM ?
$1.01 bn
(as of 24 Mar 23)
Accounts
1,190
(as of 24 Mar 23)
Employees
9
(6 investment advisory or research)
Address
YorkBridge Wealth Partners
1345 AVENUE OF THE AMERICAS, 2ND FLOOR
2ND FLOOR
NEW YORK
NY 10105
1345 AVENUE OF THE AMERICAS, 2ND FLOOR
2ND FLOOR
NEW YORK
NY 10105
Phone
(212)574-4070
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
15 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
19 Oct 20