Abridge Partners, LLC

Abridge Partners, LLC (CRD# 145247) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $314,243,920 in 554 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $567,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, MD, MS, PA, TX

Financial Advisors at Abridge Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert M. Birgen
CRD#: 1659476
21700 E. Copley Drive, Suite 120, Diamond Bar, CA 91765

Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 30 years of experience in the finance industry.

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

Michael Flanagan (CRD# 2206189) is an Investment Advisor Representative working at Abridge Partners, LLC in Middletown, DE and has over 30 years of experience in the finance industry.

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

Michael Roney (CRD# 2790630) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 9 years of experience in the finance industry. Michael Roney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gene A. Yates, Jr.
CRD#: 1036736
124 One Madison Plaza, Suite 1200, Madison, MS 39110

Gene Yates, Jr. (CRD# 1036736) is an Investment Advisor Representative working at Abridge Partners, LLC in Madison, MS and has over 40 years of experience in the finance industry.

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