Tower Bridge Advisors Press Release
Tower Bridge Advisors Chosen As One of CNBC’s Top 100 Financial Advisors of 2019
Conshohocken PA (October 22, 2019) – Tower Bridge Advisors is pleased to announce that the firm has been chosen for inclusion on the 2019 CNBC FA 100 list. The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive planning and financial service that helps clients navigate through their complex financial life.
“Tower Bridge Advisors is proud to be included on this list, a validation of our business model to truly understand the needs of our clients, build custom portfolios to meet those needs, and always provide an outstanding level of client service,” said Maris Ogg, co-founder and President of Tower Bridge Advisors. Tower Bridge is one of the largest advisors in the Mid-Atlantic region with a woman heading the firm.
The CNBC rankings are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to total number of employees and discretionary assets under management and total AUM. Each section was weighted according to specific criteria created by CNBC and AccuPoint.
About Tower Bridge Advisors
Founded in 2001, Tower Bridge Advisors manages over $1.3 Billion in assets for high net worth individuals, families and select institutions. The firm takes a customized approach to client portfolios by understanding each client’s detailed financial situation, then building a portfolio of individual stocks and bonds to meet those specific needs. The firm also uses a sophisticated financial planning tool to help clients build a plan at any stage of their financial life. The team of 10 portfolio managers and analysts each has, on average, over 25 years’ experience analyzing individual securities and building client portfolios. Tower Bridge is committed to outstanding customer service through proactive and responsive communication as frequently as desired by our clients.
Contact: Nick Filippo, 610-260-2222, firstname.lastname@example.org