Newbridge Financial Services is an investment advisor in Boca Raton with $511.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
260000441
SEC advisor number
801-68448
FINRA CRD number
130814
AUM ?
$511.15 mm
(as of 19 Aug 22)
Accounts
1,740
(as of 19 Aug 22)
Employees
87
(83 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21
13F-HR
Quarterly holdings report by institutional manager
7 Sep 21