Charlesbridge Advisors

EST. AUM
$108,461,672

CONTACTS

CLIENT ACCOUNTS
7

Firm Details

Metro area Boston
CRD Number 341159
Website charlesbridgegroup.com
Client types

Overview

Charlesbridge Group is a Massachusetts-based mutual multi-bank holding company that supports affiliated community banking institutions through shared resources, operational expertise, and strategic oversight. The organization focuses on preserving and strengthening community banking while providing financial services to individuals, businesses, and local communities.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Charlesbridge Advisors

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