ABRIDGE PARTNERS, LLC
Adviser information for ABRIDGE PARTNERS, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 208 | $97.0M |
| Non-Discretionary | 34 | $5.5M |
| Total | 242 | $102.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 120 | $102.5M |
| 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 | 0 |
| 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 chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-68497 |
|---|---|
| SEC ERA File Number | 801-68497 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 145247 |
| Legal Entity Identifier | None |
Principal Office
4 MEADOWBROOK ARBOR LANEJACKSON
MS
United States
Monday - Friday, 8:00 - 5:00
Tel: (601) 718-0000, Fax: (601) 718-0006
Chief Compliance Officer
GERY SADZEWICZ
CHIEF COMPLIANCE OFFICER
5205 BROOKSHIRE ESTATES DRIVE
SUITE 120
PLAINFIELD
IL
United States
Tel:
815-782-1250
G***@*************************M
(Full email address available in API data)
Industry Affiliates
| BIRGEN ASSET MANAGEMENT, INC. | Insurance company or agency |
| STANISLAWSKI & HARRISON WEALTH MANAGEMENT, LLC | Other investment adviser, including financial plannersInsurance company or agency |
| WEALTH GUARDIAN, INC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FLANAGAN, MICHAEL, ANTHONY | Individual | – | PRINCIPAL | 09/2012 | < 5% |
| WEALTH GUARDIANS, INC | Domestic Entity | – | MEMBER | 12/2012 | 50-75% |
| FLANAGAN, MICHAEL, ANTHONY | Individual | WEALTH GUARDIANS, INC | MANAGING MEMBER | 12/2012 | > 75% |
| SADZEWICZ, GERY, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2013 | < 5% |
| YATES, JR., GENE, A. | Individual | – | PRINCIPAL | 11/2020 | < 5% |
| GENE YATES & ASSOCIATES, LLC | Domestic Entity | – | MEMBER | 11/2020 | 50-75% |
| YATES, JR., GENE, A. | Individual | GENE YATES & ASSOCIATES, LLC | MANAGING MEMBER | 10/2007 | > 75% |