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TOWER BRIDGE ADVISORS
300 Barr Harbor Drive
Suite 705
West Conshohocken, Pennsylvania 19428-2075
Tel: 610-260-2200
About TOWER BRIDGE ADVISORS
TOWER BRIDGE ADVISORS, formally registered with the SEC as TOWER BRIDGE ADVISORS. The firm was established in 10/05/2001. They have over 1 offices throughout the country.
TOWER BRIDGE ADVISORS is a West Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,855,880,980 assets under management, offering retirement planning & investment advisory services to 1112 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115700 |
| SEC# | 801-60640 |
| Assets Managed by Firm | $1,855,880,980 |
| No. of Clients | 1112 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1112 | $1,855,880,980 |
| Individuals (other than high net worth individuals) | 500 | $239,255,349 |
| High net worth individuals | 560 | $1,480,574,968 |
| Pension and profit sharing plans | 15 | $19,883,531 |
| Charitable organizations | 12 | $35,664,370 |
| Corporations or other businesses | 25 | $80,502,762 |
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|---|---|---|---|
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