ICEBRIDGE FINANCIAL GROUP
  • ICEBRIDGE FINANCIAL GROUP
  • ICEBRIDGE FINANCIAL GROUP, LLC

Adviser Profile

As of Date 08/03/2023
Registration status Registration Changed to ICEBRIDGE FINANCIAL GROUP, LLC
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 40,200,000
of that, discretionary 40,200,000 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,350,000
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

40M 34M 29M 23M 17M 11M 6M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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