LIONSBRIDGE WEALTH MANAGEMENT LLC
Jacksonville Beach, Florida
5.0
1 Review
Lionsbridge Wealth Management LLC is a small investment advisory firm based out of Jacksonville Beach, FL. With one office, the firm is dedicated to providing expert investment advisory services. Led by a team of three experienced professionals, Lionsbridge Wealth Management LLC manages a total of approximately $40,040,000 in assets under management per investment advisor. The firm's compensation structure includes various types, such as a percentage of assets under management. While less than 30% of their assets under management are comprised of 401K and individual accounts, Lionsbridge Wealth Management LLC possesses the capabi...
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Assets Under Mgmt

$120.13M

Investment Professionals

3

Locations

0

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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