ICEBRIDGE FINANCIAL GROUP

ICEBRIDGE FINANCIAL GROUP of BOCA RATON, FL is an SEC-registered investment adviser (CRD 323346). Regulatory assets under management: $70.0M.

Registration

• CRD: 323346
• SEC file number: 801-126673
• Type: Registered investment adviser
• Location: 433 PLAZA REAL, BOCA RATON, FL, 33432
• Phone: 561-778-5060
• Latest filing: 2026-05-28
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323346 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search