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Northbridge Financial Group, LLC

● SEC registered since 2020CRD 310394SEC# 801-119466Tampa, FL
Export (members)
Reg. AUM
$305.6M
Employees
12
Accounts
1,200
Location
Tampa, FL

Northbridge Financial Group, LLC assets under management

Northbridge Financial Group, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $305.6 million in regulatory assets under management and employs 12 people.
www.linkedin.com/company/9398333/adminView on SEC.gov ↗

Northbridge Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Anthony Orecchio ControlPrincipal And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Northbridge Financial Group, LLC manage?

Northbridge Financial Group, LLC reports $305.6 million in regulatory assets under management on its Form ADV.

How many employees does Northbridge Financial Group, LLC have?

Northbridge Financial Group, LLC reports 12 employees.

Where is Northbridge Financial Group, LLC located?

Northbridge Financial Group, LLC is based in Tampa, FL and has been SEC-registered since 2020.

Does Northbridge Financial Group, LLC disclose fund performance?

Northbridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607
Phone(813) 877-8000
Fax(813) 877-8001
Office hours8:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$242.7M
Non-discretionary$62.9M
Total (RAUM)$305.6M