MOONBRIDGE FINANCIAL DESIGN, LLC

MOONBRIDGE FINANCIAL DESIGN, LLC is an SEC-registered investment adviser (CRD 329605). Regulatory assets under management: $8.1M.

Registration

• CRD: 329605
• Type: Registered investment adviser
• Phone: 845.867.8894
• Latest filing: 2026-02-08
• Regulatory AUM: $8.1M
• Discretionary AUM: $8.1M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329605 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search