NORTHBRIDGE FINANCIAL GROUP, LLC
CRD #310394 SEC #801-119466 TAMPA, FL (813) 877-8000
SEC Registered
Total AUM
$305.6M
Discretionary
$242.7M
Employees
12
Clients
101
Accounts
1,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $305.6M | $242.7M | $62.9M | 12 | 0 |
| Feb 2025 | $305.6M | $242.7M | $62.9M | 12 | 0 |
| Jul 2024 | $209.3M | $174.9M | $34.4M | 10 | 0 |
| May 2024 | $209.3M | $174.9M | $34.4M | 10 | 0 |
| Apr 2024 | $209.3M | $174.9M | $34.4M | 10 | 0 |
| Mar 2024 | $209.3M | $174.9M | $34.4M | 10 | 0 |
| Jan 2024 | $157.1M | $140M | $17M | 11 | 0 |
| Aug 2023 | $157.1M | $140M | $17M | 11 | 0 |
| Mar 2023 | $157.1M | $140M | $17M | 11 | 0 |
| Mar 2022 | $156.9M | $136.7M | $20.2M | 11 | 0 |
| Sep 2021 | $113.5M | $101.2M | $12.4M | 11 | 0 |
| Aug 2021 | $113.5M | $101.2M | $12.4M | 11 | 0 |
| Jul 2021 | $113.5M | $101.2M | $12.4M | 11 | 0 |
| Mar 2021 | $113.5M | $101.2M | $12.4M | 11 | 0 |
| Jan 2021 | $106M | $100.3M | $5.7M | 10 | 0 |
| Nov 2020 | $0 | $0 | $0 | 8 | 0 |
| Sep 2020 | $0 | $0 | $0 | 8 | 0 |
| Sep 2020 | $0 | $0 | $0 | 8 | 0 |
| Aug 2020 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$305.6M
Discretionary$242.7M
Non-Disc.$62.9M
Employees12
Clients0
DateFeb 2025
Total AUM$305.6M
Discretionary$242.7M
Non-Disc.$62.9M
Employees12
Clients0
DateJul 2024
Total AUM$209.3M
Discretionary$174.9M
Non-Disc.$34.4M
Employees10
Clients0
DateMay 2024
Total AUM$209.3M
Discretionary$174.9M
Non-Disc.$34.4M
Employees10
Clients0
DateApr 2024
Total AUM$209.3M
Discretionary$174.9M
Non-Disc.$34.4M
Employees10
Clients0
DateMar 2024
Total AUM$209.3M
Discretionary$174.9M
Non-Disc.$34.4M
Employees10
Clients0
DateJan 2024
Total AUM$157.1M
Discretionary$140M
Non-Disc.$17M
Employees11
Clients0
DateAug 2023
Total AUM$157.1M
Discretionary$140M
Non-Disc.$17M
Employees11
Clients0
DateMar 2023
Total AUM$157.1M
Discretionary$140M
Non-Disc.$17M
Employees11
Clients0
DateMar 2022
Total AUM$156.9M
Discretionary$136.7M
Non-Disc.$20.2M
Employees11
Clients0
DateSep 2021
Total AUM$113.5M
Discretionary$101.2M
Non-Disc.$12.4M
Employees11
Clients0
DateAug 2021
Total AUM$113.5M
Discretionary$101.2M
Non-Disc.$12.4M
Employees11
Clients0
DateJul 2021
Total AUM$113.5M
Discretionary$101.2M
Non-Disc.$12.4M
Employees11
Clients0
DateMar 2021
Total AUM$113.5M
Discretionary$101.2M
Non-Disc.$12.4M
Employees11
Clients0
DateJan 2021
Total AUM$106M
Discretionary$100.3M
Non-Disc.$5.7M
Employees10
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0