CHARLESBRIDGE ADVISORS, LLC
Doing business as CHARLESBRIDGE ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$108,461,672
Discretionary
$8,144,453
Non-discretionary
$100,317,219
Firm details
- CRD number
- 341159
- SEC file number
- 801-136229
- Main office
- DEDHAM, MA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.