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BEACON BRIDGE WEALTH PARTNERS, LLC
Investment Advice|LOWER GWYNEDD, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$369M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 364.6M |
| Non-Discretionary | 4.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 321705 |
| SEC Number | 801-126385 |
| Street Address | 1600 N BETHLEHEM PIKE |
| Street Address 2 | N-200 |
| Location | LOWER GWYNEDD, PA 19002 |
| Country | United States |
| Phone | 484-533-6600 |
| Total Employees | 9 |
Client Count by Type (412 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 333 |
| High Net Worth Individual… | 75 |
| Charitable Organizations | 4 |
County data not available for this organization.