Northbridge Financial Group, LLC
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Overview
Northbridge Financial Group, LLC is an advisory company headquartered in Tampa, Florida. The company administers $157.1 million in total assets throughout 821 accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Northbridge Financial Group, LLC has a small group, including 7 financial advisors. Northbridge Financial Group, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks.
Northbridge Financial Group, LLC administers 767 of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without needing the client's authorization. Northbridge Financial Group, LLC also administers 54 non-discretionary accounts totaling $17.0 million in AUM. The investment advisory firm supervises roughly $191,312 for every customer account. The average advisor at Northbridge Financial Group, LLC administers around 117 client accounts.
The firm's headquarters is at 4300 West Cypress Street, Tampa, Florida 33607. The company is registered to serve clients across a few states, including Florida, Maryland and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northbridge Financial Group, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$157.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
821
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$191.3 thousand
Products and Services
Northbridge Financial Group, LLC offers a variety of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the past fiscal year, it provided 51-100 of its clients with financial planning services. The company does sell products or offer services different than investment advice to its customers.
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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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
Financial management fees typically vary depending on the services provided. However, fees billed by Northbridge Financial Group, LLC can include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
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 company works with retail investors, high net worth investors and pension plans. Out of its 821 accounts, Northbridge Financial Group, LLC's biggest client by number of accounts is retail investors, but it also manages money for 106 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 32.12%
- Other Individuals - 65.76%
- Corporations - 2.12%
- 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
Northbridge Financial Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Northbridge Financial Group, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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