$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Summit focusFusion +more
- Established Date
- 01-24-2024
- Office Locations
- 1
Office Locations
-- Rhinebeck NY
About Moonbridge Financial Design, LLC
Moonbridge Financial Design is an independent, fee-only RIA led by CFP professional Cathleen Tobin, focused on values-based financial planning for women. Services include ongoing planning and investment management built around low-cost, diversified portfolios, tax-aware multi-year planning, and client education, with a RightCapital client portal. Custodied at Altruist and frequently quoted in Barron's, Reuters, CNBC, and NerdWallet.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$386.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value
Custodian
Atlas
Investment Themes
Matrix beacon Delta Glacier delta Beacon Capital pathway
Investment Vehicles
Unison Zenith timber
Services
Insight vertex Vector Value timber Pathway Quantum ridge
Technology
Matrix eagle Radial harbor Wave Peak ember Eagle
Owner & Executives
C
CATHLEEN F TOBIN
Chief Compliance Officer, Owner
- CRD
- #2510136
- Ownership
- 75% or more
(657) 504-1348
ember.unison@unisoncapital.com
in linkedin.com/in/harbor-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,116,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,116,919 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,116,919
Equity - Exchange:
12.2% Cash:
21.7% U.S. Government/Agency:
26.4% Corporate - Investment Grade:
5.5% Public Funds:
16.6% Municipal Bonds:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $228,205,612 | 12.2% |
| Cash | $405,906,703 | 21.7% |
| U.S. Government/Agency | $493,821,980 | 26.4% |
| Corporate - Investment Grade | $102,879,579 | 5.5% |
| Public Funds | $310,509,275 | 16.6% |
| Municipal Bonds | $329,214,655 | 17.6% |
| Total | $1,870,537,804 | 100.0% |