Beacon Bridge Wealth Partners, LLC
Beacon Bridge Wealth Partners, LLC (CRD# 321705) is a financial advisory firm headquartered in Conshohocken, PA. They manage $307,669,559 in 1,032 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management308MILLION
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Total Number of Accounts1,032ACCOUNTS
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Average Account Value$298,129
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DE, FL, GA, MD, NJ, PA, TX, VA
Christopher Chaves (CRD# 6496777) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Conshohocken, PA and has over 5 years of experience in the finance industry.
John Jim (CRD# 1994523) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Warrington, PA and has over 29 years of experience in the finance industry.
Steven Krzywicki (CRD# 3244777) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Conshohocken, PA and has over 23 years of experience in the finance industry.
James Schmidt (CRD# 5698046) is an Investment Advisor Representative working at Beacon Bridge Wealth Partners, LLC in Conshohocken, PA and has over 11 years of experience in the finance industry.