Tower Bridge Advisors

Tower Bridge Advisors (CRD# 115700) is a financial advisory firm headquartered in Conshohocken, PA. They manage $1,180,601,772 in 928 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,181
    MILLION
  • Total Number of Accounts
    928
    ACCOUNTS
  • Average Account Value
    $1,272,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, PA, TX, VA

Financial Advisors at Tower Bridge Advisors
Showing 1 - 5 of 5 top financial advisors.
1
John S. Lloyd
CRD#: 2583103
101 West Elm Street, Suite 355, Conshohocken, PA 19428
96
Wealthminder
score

John Lloyd (CRD# 2583103) is an Investment Advisor Representative working at Tower Bridge Advisors in Conshohocken, PA and has over 21 years of experience in the finance industry.

2
James M. Meyer
CRD#: 333111
101 West Elm Street, Suite 355, Conshohocken, PA 19428
96
Wealthminder
score

James Meyer (CRD# 333111) is an Investment Advisor Representative working at Tower Bridge Advisors in Conshohocken, PA and has over 34 years of experience in the finance industry.

3
Maris A. Ogg
CRD#: 1102648
101 West Elm Street, Suite 355, Conshohocken, PA 19428
96
Wealthminder
score

Maris Ogg (CRD# 1102648) is an Investment Advisor Representative working at Tower Bridge Advisors in Conshohocken, PA and has over 30 years of experience in the finance industry.

4
Raymond F. Reed
CRD#: 1036435
101 West Elm Street, Suite 355, Conshohocken, PA 19428
96
Wealthminder
score

Raymond Reed (CRD# 1036435) is an Investment Advisor Representative working at Tower Bridge Advisors in Conshohocken, PA and has over 26 years of experience in the finance industry.

5
Robert T. Whalen
CRD#: 2406814
101 West Elm Street, Suite 355, Conshohocken, PA 19428
93
Wealthminder
score

Robert Whalen (CRD# 2406814) is an Investment Advisor Representative working at Tower Bridge Advisors in Conshohocken, PA and has over 23 years of experience in the finance industry.

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