ABRIDGE PARTNERS, LLC

JACKSON, Mississippi·4 registered advisors·CRD# 145247
SEC# 801-684971(601) 718-0000
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ABRIDGE PARTNERS, LLC

4 registered advisors
James David Howard
DIAMOND BAR, California
Jr. Gene Yates
JACKSON, Mississippi
Michael Anthony Flanagan
JACKSON, Mississippi
Robert Michael Birgen
DIAMOND BAR, California
CFPPFS
05

Office Locations

DIAMOND BAR, California
2 advisors
JACKSON, Mississippi
2 advisors

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Data sourced from SEC Form ADV filings. ABRIDGE PARTNERS, LLC (CRD# 145247) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.