Tenbridge Partners LLC

Tenbridge Partners LLC (CRD# 159378) is a financial advisory firm headquartered in Portland, OR. They manage $92,948,045 in 788 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $117,954
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Tenbridge Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark P. Currier
CRD#: 1888224
806 Sw Broadway, Suite 800, Portland, OR 97205
96
Wealthminder
score

Mark Currier (CRD# 1888224) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 19 years of experience in the finance industry. Mark Currier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Erik F. Lawrence
CRD#: 4565203
806 Sw Broadway, Suite 800, Portland, OR 97205
96
Wealthminder
score

Erik Lawrence (CRD# 4565203) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 15 years of experience in the finance industry. Erik Lawrence has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip J. Richman
CRD#: 2838530
806 Sw Broadway, Suite 800, Portland, OR 97205
96
Wealthminder
score

Philip Richman (CRD# 2838530) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 16 years of experience in the finance industry. Philip Richman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Suzanna S. McKirdie
CRD#: 1527666
806 Sw Broadway, Suite 800, Portland, OR 97205
93
Wealthminder
score

Suzanna McKirdie (CRD# 1527666) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 19 years of experience in the finance industry.

5
Brent W. Norman
CRD#: 1094359
806 Sw Broadway, Suite 800, Portland, OR 97205
93
Wealthminder
score

Brent Norman (CRD# 1094359) is an Investment Advisor Representative working at Tenbridge Partners LLC in Portland, OR and has over 35 years of experience in the finance industry.

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