TAXBRIDGE FINANCIAL GROUP INC

TAXBRIDGE FINANCIAL GROUP INC of CAMBRIDGE, MA is an SEC-registered investment adviser (CRD 133360). Regulatory assets under management: $100.2M.

Registration

• CRD: 133360
• SEC file number: 801-120859
• Type: Registered investment adviser
• Location: 678 MASS. AVE, SUITE 203, CAMBRIDGE, MA, 02139-3355
• Phone: 617-868-7922
• Latest filing: 2023-08-07
• Regulatory AUM: $100.2M
• Discretionary AUM: $100.2M
• Clients: 2
• Accounts: 43

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 133360 on SEC IAPD (source of record)
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