TAXBRIDGE FINANCIAL GROUP INC
Adviser information for TAXBRIDGE FINANCIAL GROUP INC last updated from Form ADV on August 7th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 43 | $100.2M |
| Non-Discretionary | 0 | $0 |
| Total | 43 | $100.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $3.9M |
| HNW Individuals | 31 | $96.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 43 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-120859 |
|---|---|
| SEC ERA File Number | 801-120859 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 133360 |
| Legal Entity Identifier | None |
Principal Office
678 MASS. AVESUITE 203
CAMBRIDGE
MA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 617-868-7922, Fax: 617-871-1404
Chief Compliance Officer
ROBERT MURRAY
CEO
678 MASS AVE
SUITE 203
CAMBRIDGE
MA
United States
Tel:
617-868-7922
Fax:
617-871-1404
R******@*********************M
(Full email address available in API data)
Industry Affiliates
| ROBERT MURRAY EA | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MURRAY, ROBERT, GRANT | Individual | – | CHAIRMAN, CEO | 09/1984 | > 75% |
| MURRAY, ROBERT, GRANT | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2002 | > 75% |