VESTBRIDGE ADVISORS, INC
CRD #318978 SEC #801-123442 EGG HARBOR TOWNSHIP, NJ 609-701-2900
SEC Registered
Total AUM
$300.8M
Discretionary
$297.5M
Employees
5
Clients
0
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $300.8M | $297.5M | $3.3M | 5 | 0 |
| Feb 2024 | $234.5M | $231.1M | $3.3M | 5 | 0 |
| Feb 2024 | $234.5M | $231.1M | $3.3M | 5 | 0 |
| Mar 2023 | $225.3M | $221.6M | $3.7M | 5 | 139 |
| Mar 2023 | $225.3M | $221.6M | $3.7M | 5 | 139 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
| Aug 2022 | $0 | $0 | $0 | 5 | 0 |
| Mar 2022 | $0 | $0 | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
| Feb 2022 | $0 | $0 | $0 | 5 | 0 |
DateApr 2024
Total AUM$300.8M
Discretionary$297.5M
Non-Disc.$3.3M
Employees5
Clients0
DateFeb 2024
Total AUM$234.5M
Discretionary$231.1M
Non-Disc.$3.3M
Employees5
Clients0
DateFeb 2024
Total AUM$234.5M
Discretionary$231.1M
Non-Disc.$3.3M
Employees5
Clients0
DateMar 2023
Total AUM$225.3M
Discretionary$221.6M
Non-Disc.$3.7M
Employees5
Clients139
DateMar 2023
Total AUM$225.3M
Discretionary$221.6M
Non-Disc.$3.7M
Employees5
Clients139
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0