Adviser Profile
| As of Date | 03/22/2023 |
| Registration status | Registration Changed to TENBRIDGE PARTNERS LLC |
| ADV Location | PORTLAND, OR, United States |
| Contact Info | 971 xxxxxxx |
| Websites |
| AUM* | 62,474,958 -10% |
| of that, discretionary | 62,474,958 -10% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,156 -10% |
| % High Net Worth | 12.18% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
118M
101M
84M
67M
50M
34M
17M
2018
2019
2020
2021
2022
Private Funds
No private funds