Greenbridge Investment Management, LLC

Greenbridge Investment Management, LLC (CRD# 283473) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $46,695,959 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4248 Galewood Street, Lake Oswego, OR 97035
https://www.greenbridgeinvestment.com/
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $993,531
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Greenbridge Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William Nolan, financial advisor Lake Oswego OR
William B. Nolan
CRD#: 4068397
4248 Galewood Street, Lake Oswego, OR 97035

William Nolan (CRD# 4068397) is an Investment Advisor Representative working at Greenbridge Investment Management, LLC in Lake Oswego, OR and has over 24 years of experience in the finance industry.

2
Gregory Walsh, financial advisor Lake Oswego OR
Gregory M. Walsh
CRD#: 4546952
4248 Galewood Street, Lake Oswego, OR 97035

Gregory Walsh (CRD# 4546952) is an Investment Advisor Representative working at Greenbridge Investment Management, LLC in Lake Oswego, OR and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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