Abridge Partners, LLC is a large advisory firm based in Diamond Bar. It manages $179.02 million of regulatory assets for 271 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Delaware, and 5 other states.
Abridge Partners provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Abridge Partners, LLC is $179.02 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Abridge Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Abridge Partners is high net worth individuals with 22 clients and $140.12 million of assets under management. Among the 7 most similar advisory firms, Abridge Partners has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $179.02 million for 87 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Abridge Partners doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Abridge Partners, LLC performs its advisory services is located at 21700 E. Copley Drive, Suite 120, Diamond Bar, CA 91765, which is also the mailing address of the firm. An additional office of the firm is in Middletown, DE. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 909-860-9992 or by fax 909-860-6613. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at abridgepartners.com.