Tower Bridge Advisors manages individual stocks and bonds for clients with $1 Million or more of investable assets. We have an experienced team that provides investment advice alongside first class customer service. If you are looking to make a change, contact Nick Filippo at 610-260-2222 or email@example.com.
What can Tower Bridge do for you?
As an independent fee-only RIA you are free to manage your business as you see fit.
With just under $2 Billion in AUM, and 16 employees, we are large enough to provide you with the infrastructure you need, but small enough that you would be an important part of the team.
Our team of 9 portfolio managers and analysts perform in-house research on the stocks we hold in client accounts. You would have direct access to this talented investment team.
Breadth of custody options
We work with a number of different custodians, let us know who you currently work with.
We have a great administrative team that can help you in transition, and provide ongoing support. We have extensive experience with various account types, including taxable, non-taxable, trusts, foundations etc. We also provide full compliance and regulatory support.