$898.3M Total AUM
$539.5M Disc. AUM
28.2% 3Y CAGR
15 Employees
296 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2020
- Office Locations
- 4
Office Locations
401 Merritt 7 PH Norwalk CT
-- Cincinnati OH
-- Eugene OR
About Riskbridge Advisors, LLC
Riskbridge Advisors, LLC is a Norwalk-based RIA with 4 offices. The firm has been operating for 5 years. Managing $898.3M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
65 AVG AGE
$112.3M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
3.4 yrs AVG TENURE
15 Employees
8 Advisory Reps
8 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
CRAIG DAVID PFEIFFER
President
- CRD
- #730623
- Ownership
- 5% but less than 10%
Available
Available
Available
J
JONATHAN ZAFFINO
President
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 3 owners & executives
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R
RYAN ALEXANDER BOLANOS
--
- CRD
- #6758003
Available
Available
Available
M
Michael John Fredericks
--
- CRD
- #3155511
Available
Available
Available
Showing 2 of 9 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $539,526,416 | $1,860,436 |
| Non-Discretionary | $358,789,588 | $119,596,529 |
| Total | $898,316,004 | $3,065,925 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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