CRD: 326489
Tribridge Partners Financial LLC
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- Custodian
- Charles Schwab & Company · Principal · T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2024
- Office Locations
- 1
Office Locations
About Tribridge Partners Financial LLC
TriBridge Partners Financial is an independent, privately owned RIA providing comprehensive financial planning and boutique wealth management, including retirement, tax and estate/trust planning and retirement plan support. Portfolios are customized across a broad investment menu (often ETFs and other public funds) with transparent, asset-based fees. Custody and client account access are through Charles Schwab & Co.
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Owner & Executives
DAN EHLY
SENIOR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Craig J Reid
Chief Executive Officer, DIRECTOR, President, Retirement Plan Advisor
- CRD
- #6280558
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Teresa Eade
--
- CRD
- #7001653
Brian Gregory Lizzi
Investment Advisor
- CRD
- #4508810
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $407,383,140 | $976,938 |
| Non-Discretionary | $1,190,763,154 | $10,091,213 |
| Total | $1,598,146,294 | $2,987,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| 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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