Sunbridge Management, Inc.
Sunbridge Management, Inc. (CRD# 126299) is a financial advisory firm headquartered in East Amherst, NY. They manage $33,250,000 in 589 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts589ACCOUNTS
Average Account Value$56,452
- A percentage of assets under your management
- Hourly charges
- 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