ONYX BRIDGE WEALTH GROUP LLC

TARRYTOWN, New York·3 registered advisors·CRD# 306097

SEC# 801-1180227(914) 909-6699

01

Firm Overview

AUM

$816M

Regulatory assets under management

Employees

24

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at ONYX BRIDGE WEALTH GROUP LLC

3 registered advisors

Cynthia-Elaine Leal Schlanger

TARRYTOWN, New York

Jared Michael Cohen

TARRYTOWN, New York

Stephanie Ann Poche

TARRYTOWN, New York

05

Office Locations

TARRYTOWN, New York

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Data sourced from SEC Form ADV filings. ONYX BRIDGE WEALTH GROUP LLC (CRD# 306097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.