A complete list of active advisors currently associated with Kingsbridge Advisors, LLC

Warmer can help you find a great advisor at Kingsbridge Advisors, LLC or one who fits your needs even better.

Kingsbridge Advisors serves high-net-worth individuals, employee benefit plans, trusts, estates, charitable organizations, and other business entities. The firm’s advisory services are limited to referring clients to third-party money managers and providing pension consulting to plan sponsors and fiduciaries. The firm gathers client information, recommends specific third-party managers (the brochure names KB Financial Partners, LLC and 46 Peaks Investment Advisory Group as current referrals), and conducts periodic monitoring and account reviews while clients sign agreements directly with the selected managers. Kingsbridge does not manage client assets directly, does not have investment discretion, does not take custody of client funds, and does not vote proxies on clients’ behalf. What is distinctive for a team firm is that Kingsbridge does not provide direct portfolio management for individual accounts and does not use percentage-of-AUM fees; instead, the firm shares in advisory fees paid to the third-party managers and also discloses that associated persons earn commissions and insurance compensation in other capacities. The brochure highlights pension consulting as a significant, separate offering and discloses potential conflicts of interest tied to referrals and the dual registrations of several associated persons with Equitable and as insurance agents.

To learn more about the advisors currently working at Kingsbridge Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.