B
CRD: 330047
Black Bridge Advisors, LLC
Woods Cross, UT, 84087
8012328273
$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
2262 S 1200 W STE 102 Woods Cross UT
About Black Bridge Advisors, LLC
Black Bridge Advisors, LLC is a Woods Cross-based RIA. The firm has been operating for 2 years. Managing $29.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$580.4K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value Glacier eagle Frontier Vital Insight vector
Client Personas
Radial ember
Investment Themes
Oak meridian Frontier
Investment Vehicles
Peak fusion
Services
Focus Glacier vital Legacy Signal Capital frontier Vector beacon Vector catalyst
Owner & Executives
No owner records available.
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Unlock allContacts
MATT JOHNS
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5837970
(774) 372-7268
timber.zenith@primecapital.com
in linkedin.com/in/focus-harbor
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,022,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,022,174 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,022,174
Public Funds:
26.2% Equity - Exchange:
29.9% Cash:
43.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $371,686,043 | 26.2% |
| Equity - Exchange | $424,176,056 | 29.9% |
| Cash | $622,786,919 | 43.9% |
| Total | $1,418,649,018 | 100.0% |