GREENBRIDGE PARTNERS LLC

3700 Airfield Dr West
Lakeland, Florida 33811
Tel: 863-688-5938

About GREENBRIDGE PARTNERS LLC

GREENBRIDGE PARTNERS LLC, formally registered with the SEC as GREENBRIDGE PARTNERS LLC. The firm was established in 05/05/2023. They have over 1 offices throughout the country.

GREENBRIDGE PARTNERS LLC is a Lakeland, Florida based Financial Planning firm with nearly $178,734,014 assets under management, offering retirement planning & investment advisory services to 410 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304445
SEC#	801-127934
Assets Managed by Firm	$178,734,014
No. of Clients	410
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	410	$178,734,014
Individuals (other than high net worth individuals)	266	$94,663,962
High net worth individuals	103	$84,070,052

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