Abridge Partners, LLC
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Overview
Abridge Partners, LLC is a financial advisor company based in Diamond Bar, California. The company oversees $217.6 million in assets throughout 471 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). It has a small team, including 3 financial advisors. Abridge Partners, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like stocks, options and bonds.
Abridge Partners, LLC administers more than half of the company's client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by an investment advisor without requiring the customer's authorization. The company also has 100 non-discretionary accounts with a total of $79.6 million in assets. The company supervises an average of $461,909 for every account. The average advisor at Abridge Partners, LLC oversees around 157 client accounts.
Abridge Partners, LLC's main office is located at 21700 E. Copley Drive, Suite 120, Diamond Bar, California 91765. The company is legally registered to provide services to investors throughout 7 states, including Arizona, California, Delaware, Maryland, Mississippi, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Abridge Partners, LLC by the Numbers
$217.6 million
5
471
$461.9 thousand
Products and Services
Abridge Partners, LLC offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the last fiscal year, the firm provided 1-10 of its customers with financial planning services. The firm is engaged in selling products or offering services different than investment advisory services to its customers. The company also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on which services are provided. Fees billed by Abridge Partners, LLC can include some combination of the following fee types: asset-based, hourly or fixed. Abridge Partners, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm does business with a number of different customers. Abridge Partners, LLC works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 471 accounts, Abridge Partners, LLC's biggest client is high net worth investors, although it also caters to 106 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 59.89%
- Other Individuals - 30.51%
- Corporations - 8.47%
- Charitable Organizations - 1.13%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Abridge Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Abridge Partners, LLC
Diamond Bar, CA
Diamond Bar, CA
Diamond Bar, CA
Middletown, DE
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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