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GREENBRIDGE PARTNERS LLC
CRD 304445 · SEC 801-127934
3700 AIRFIELD DR WEST, LAKELAND, FL, 33811, United States
Phone
863-688-5938
Fax
863-603-8171
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433.1M
Discretionary AUM
$433.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 541 | $319.4M |
| High net worth individuals | 107 | $113.7M |
States served
AL, GA, TN, FL
Official SEC filing: View on IAPD