Assets Under Management
$817.8M
Number of Clients
71
Number of Advisors
2
Average Client AUM
$11.5M
AUM per Advisor
$408.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Three Bridge Wealth Advisors offers wealth management, financial planning, and consulting services. They emphasize regular account supervision and work with clients to understand their financial situation, goals, and risk tolerance. They may utilize Independent Money Managers. Financial planning may be included for wealth management clients.
240 Third Street, Suite 110, Los Altos, CA, 94022