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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2011
- Office Locations
- 2
Office Locations
About Tenbridge Partners LLC
TenBridge Partners is a Portland, Oregon-based fiduciary advisory firm focused on comprehensive financial planning and ongoing portfolio management. The team helps individuals and families turn goals into an actionable plan, with implementation spanning tax and estate planning coordination and insurance/risk management. Portfolios emphasize municipal bonds and ETFs, custodied at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIK FW LAWRENCE
Managing Partner, President
- CRD
- #4565203
- Ownership
- 75% or more
SCOTT CHARLES THURMAN
Chief Compliance Officer, OPERATIONS MANAGER
- CRD
- #5688946
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sirra Rosana Anderson-Crum
Financial Paraplanner
- CRD
- #7309565
Elizabeth Mack Van Vleet
Executive Recruiter, Partner
- CRD
- #7333244
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,241,481 | $181,006 |
| Non-Discretionary | $1,747,193 | $873,597 |
| Total | $109,988,674 | $183,314 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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