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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2007
- Office Locations
- 6
Office Locations
About Abridge Partners, LLC
Abridge Partners is an independent, employee-owned SEC-registered RIA focused on simplifying multigenerational wealth management for high-net-worth families. The partners have worked together for 25+ years and build long-term, multi-generation relationships by coordinating a team of specialists to deliver impartial, customized planning and portfolio solutions. Investment approaches include diversified allocations using ETFs, mutual funds, and fixed income.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
MICHAEL ANTHONY FLANAGAN JR
PRINCIPAL
- CRD
- #2206189
- Ownership
- Less than 5%
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Robert M Birgen
Wealth Manager
- CRD
- #1659476
MICHAEL ANTHONY FLANAGAN JR
PRINCIPAL
- CRD
- #2206189
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,533,757 | $418,601 |
| Non-Discretionary | $8,463,952 | $196,836 |
| Total | $123,997,709 | $388,708 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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