Abridge Partners, LLC

Abridge Partners, LLC (CRD# 145247) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $142,617,091 in 420 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $339,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, DE, ID, MD, PA, TX, WA

Financial Advisors at Abridge Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Birgen
CRD#: 1659476
21700 E. Copley Drive, Suite 120, Diamond Bar, CA 91765
93
Wealthminder
score

Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 24 years of experience in the finance industry.

2
Michael A. Flanagan
CRD#: 2206189
6 Crawford, Middletown, DE 19709
93
Wealthminder
score

Michael Flanagan (CRD# 2206189) is an Investment Advisor Representative working at Abridge Partners, LLC in Middletown, DE and has over 24 years of experience in the finance industry.

3
Michael E. Roney
CRD#: 2790630
21700 E. Copley Drive, Suite 120, Diamond Bar, CA 91765
89
Wealthminder
score

Michael Roney (CRD# 2790630) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 3 years of experience in the finance industry.

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