| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze | Chief Compliance Officer | Under 5% | 2024 |
| Christopher Michael Schneider Control | Chief Operating Officer | Under 5% | 2024 |
| Heath Anthony Hykes Control | Chief Executive Officer | Under 5% | 2024 |
Tribridge Partners Financial LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Tribridge Partners Financial LLC reports 25 employees.
Tribridge Partners Financial LLC is based in Columbia, MD and has been SEC-registered since 2024.
Tribridge Partners Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6721 Columbia Gateway Drive, Suite 100, Columbia, MD 21046 |
| Phone | 240-422-8799 |
| Office hours | 5-Aug |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $182.2M |
| Non-discretionary | $1.02B |
| Total (RAUM) | $1.2B |