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LIONSBRIDGE WEALTH MANAGEMENT LLC
LIONSBRIDGE WEALTH MANAGEMENT LLC
JACKSONVILLE BEACH, Florida
·
3 registered advisors
·
CRD# 149019
SEC# 801-113258
3
904-897-0390
01
Firm Overview
AUM
$129M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at LIONSBRIDGE WEALTH MANAGEMENT LLC
3 registered advisors
Bradley Bryan Ridinger
JACKSONVILLE BEACH, Florida
CFA
CRD# 4351074
Carolyn Renee Ham
JACKSONVILLE BEACH, Florida
CRD# 2601189
Richard Raymond Zanghetti
JACKSONVILLE BEACH, Florida
CRD# 1568357
05
Office Locations
JACKSONVILLE BEACH, Florida
3 advisors
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Data sourced from SEC Form ADV filings. LIONSBRIDGE WEALTH MANAGEMENT LLC (CRD# 149019) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.