Tower Bridge Advisors

EST. AUM
$1,317,334,651

CONTACTS
12

CLIENT ACCOUNTS
794

Firm Details

Metro area Philadelphia
CRD Number 115700
Website towerbridgeadvisors.com
Client types

Overview

Tower Bridge Advisors is an independent, employee-owned registered investment advisor (RIA) founded in 2001 and headquartered in West Conshohocken, Pennsylvania. The firm provides personalized wealth and asset management services for individuals, families, institutions, pension plans, trusts, charitable organizations, and small businesses. It constructs customized equity and fixed-income portfolios based on fundamental research, strategic asset allocation, and client objectives. Tower Bridge also manages private funds and offers financial planning, discretionary and non-discretionary investment advisory services. With an emphasis on fiduciary responsibility, deep research experience and high client service, Tower Bridge focuses on long-term capital preservation and tailored investment outcomes for its clients.

Platform Details

Investment Preferences

Alternative Activity