CRD: 174122
Stirling Bridge Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2015
- Office Locations
- 1
Office Locations
About Stirling Bridge Wealth Partners, LLC
Stirling Bridge Wealth Partners is a boutique, fee-only wealth manager providing comprehensive wealth planning and investment management for individuals and families, including business owners and entrepreneurs. Portfolios follow a client-specific Investment Policy Statement and a value-oriented discipline focused on buying assets below intrinsic value, with an emphasis on preservation, low costs, and tax-efficient implementation; custody includes Charles Schwab.
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Owner & Executives
JASON DAVID BORN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, PORTFOLIO MANAGER, President
- CRD
- #3066122
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,978,106 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,978,106 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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