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
Robert Whitaker (CRD# 6768021) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in The Villages, FL and has 1 year of experience in the finance industry.
John Zaffarano (CRD# 6690551) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.
David Zoellner Jr (CRD# 6899917) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Waterford, MI and has over 3 years of experience in the finance industry.