Three Bridges Advisors

Finance · District of Columbia, United States · 1-10 Employees

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Overview

Headquarters

915 E St NW, Washington, District of Col...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Three Bridges Advisors

Three Bridge Family Office provides comprehensive wealth management solutions tailored for first-generation, financially successful individuals and families. The firm aims to align clients' wealth with their values, ensuring they achieve their most important goals with certainty. Their dedicated team of experienced professionals collaborates closely with clients, leveraging their industry knowledge to deliver exceptional service. The office positions itself as a trusted counsel, transcending traditional fiduciary roles to foster a life well lived for its clients.Explore more
Three Bridges Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Three Bridges Advisors Org Chart

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CB
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Chief of Staff

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MF
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Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Three Bridges Advisors

<$5M
1-10
Private
-
2008
CB
Cynthia BanfieldChief of Staff
<$5M
11-50
Private
<$5M
2006
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2011
DS
Dawn SlawsonChief Compliance Officer & Manager, Operations
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Three Bridges Advisors Tech Stack

A closer look at the technologies used by Three Bridges Advisors

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Frequently Asked Questions Regarding Three Bridges Advisors

What is Three Bridges Advisors's official website?
Three Bridges Advisors's official website is www.threebridgewa.com
What is Three Bridges Advisors's Revenue?
Three Bridges Advisors's revenue is <$5 Million
What is Three Bridges Advisors's SIC code?
Three Bridges Advisors's SIC: 62,628
What is Three Bridges Advisors's NAICS code?
Three Bridges Advisors's NAICS: 52,523
How many employees does Three Bridges Advisors have?
Three Bridges Advisors has 1-10 employees
What industry does Three Bridges Advisors belong to?
Three Bridges Advisors is in the industry of: Finance, Securities Trading
What is Three Bridges Advisors competition?
Three Bridges Advisors top competitors include: Wealth Advisory Services, Hardy Reed, Fulcrum Wealth Advisors, Fiduciary Financial Partners
What technology does Three Bridges Advisors use?
Some of the popular technologies that Three Bridges Advisors uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
What does Three Bridges Advisors do?

Three Bridge Family Office provides comprehensive wealth management solutions tailored for first-generation, financially successful individuals and families. The firm aims to align clients' wealth with their values, ensuring they achieve their most important goals with certainty. Their dedicated team of experienced professionals collaborates closel... y with clients, leveraging their industry knowledge to deliver exceptional service. The office positions itself as a trusted counsel, transcending traditional fiduciary roles to foster a life well lived for its clients.Read More

What are Three Bridges Advisors social media links?
Three Bridges Advisors Linkedin page
Is Three Bridges Advisors a public company?
Three Bridges Advisors is private company therefore does not currently have an official ticker symbol
See more information about Three Bridges Advisors

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