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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-14-2020
- Office Locations
- 1
Office Locations
About Northbridge Financial Group, LLC
Northbridge Financial Group is a Tampa-based advisory firm serving physicians, successful professionals, and business owners with wealth management and financial planning, including investment management, tax and estate planning, philanthropy, and asset-protection/risk management. Portfolios may use a thematic allocation approach focused on companies benefiting from disruptive innovation, and the team collaborates with outside attorneys and CPAs to implement and monitor plans.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MICHAEL ANTHONY ORECCHIO
Chief Compliance Officer, PRINCIPAL
- CRD
- #4404384
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRYNN ALBERS
--
- CRD
- #7639997
ZACHARY S BROWN
Financial Advisor, General Partner
- CRD
- #6302839
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $373,439,783 | $283,123 |
| Non-Discretionary | $39,701,511 | $1,134,329 |
| Total | $413,141,294 | $305,127 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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