Newbridge Financial Services Group, Inc.
Newbridge Financial Services Group, Inc. (CRD# 130814) is a financial advisory firm headquartered in Boca Raton, FL. They manage $566,247,154 in 2,506 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management566MILLION
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Total Number of Accounts2,506ACCOUNTS
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Average Account Value$225,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Ivan Gefen (CRD# 1229418) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 39 years of experience in the finance industry.
Nicholas Giallourakis (CRD# 4496285) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Clearwater, FL and has over 19 years of experience in the finance industry.
Scott Goldstein (CRD# 1630008) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 37 years of experience in the finance industry.
Richard Griffin (CRD# 2542692) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Ypsilanti, MI and has over 29 years of experience in the finance industry.
Allen Hegener (CRD# 1136011) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 38 years of experience in the finance industry.
Kerri Jamison (CRD# 4348584) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 23 years of experience in the finance industry.
Timothy June (CRD# 1406613) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 38 years of experience in the finance industry.
Penny Kelley (CRD# 1013437) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Roswell, NM and has over 42 years of experience in the finance industry.
William Lapiana (CRD# 4580411) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.
Malcolm Maclennan (CRD# 1630655) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 37 years of experience in the finance industry.