CRD: 315520
Strong Bridge Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-08-2021
- Office Locations
- 3
Office Locations
About Strong Bridge Advisors LLC
Strong Bridge Advisors LLC is an independent investment advisory firm providing investment management and financial planning. The team builds goal-aligned, adaptive portfolios emphasizing active allocation and risk management, primarily implemented with ETFs and mutual funds. Works with retail and institutional clients, including entrepreneurs, and supports accounts on major custodians such as Schwab.
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Owner & Executives
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BRETT ANDREW JANIS
Portfolio Management, Principal
- CRD
- #5531332
NILESH MILAPRAI NANAVATI
Financial Advisor
- CRD
- #4650299
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,017,289 | -- |
| Non-Discretionary | $16,510,517 | -- |
| Total | $63,527,806 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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