Globalbridge Advisors, Inc. is a large advisory firm based in Minneapolis. It manages $311 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 6 other states.
Globalbridge Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Globalbridge Advisors, Inc. is $311 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Globalbridge Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher Joseph Olsen has been acting as President since 1 Jan 2001. Benjamin Samuel Rinkey joined the executive team most recently as the Ceo.
The principal office where Globalbridge Advisors, Inc. performs its advisory services is located at 903 Washington Ave S, Minneapolis, MN 55415, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 612-746-5850 or by fax 612-746-5856. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.globalbridgeinc.com.