Digital Bridge Advisors, LLC
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Learn more about Digital Bridge Advisors, LLC
Overview
Digital Bridge Advisors, LLC operates as a financial advisor company that has its headquarters in Boca Raton, Florida. The company administers $10.2 billion in assets under management over 35 customer accounts, placing it among the biggest firms in the United States by assets under management (AUM). It has an average-sized group, including 41 financial advisors. Digital Bridge Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as equities, options and bonds.
Digital Bridge Advisors, LLC manages 15 of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without needing to seek client authorization. The firm also has 20 non-discretionary accounts with a total of $3.6 billion in assets. The advisory firm's average account size is $292.7 million. The typical financial advisor at Digital Bridge Advisors, LLC manages fewer than one client account, making it one of the most personalized firms in the country.
The firm's headquarters is located at 750 Park Of Commerce Drive, Boca Raton, Florida 33487. It is registered to provide services to customers across 4 states, including Florida, Illinois, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Digital Bridge Advisors, LLC by the Numbers
$10.2 billion
95
35
$292.7 million
Fee Structure
Financial management fees usually depend on which services are provided. However, fees charged by the firm can include some blend of the following fee structures: asset-based, fixed or performance-based. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to pooled investment vehicles and corporations. Out of its 35 customers, Digital Bridge Advisors, LLC's biggest client by number of accounts is pooled investment vehicles. About 18% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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
Digital Bridge Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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