Northbridge Financial Group, LLC
● SEC registered since 2020CRD 310394SEC# 801-119466Tampa, FL
Reg. AUM
$413.1M
Employees
11
Accounts
1,354
Location
Tampa, FL
Northbridge Financial Group, LLC assets under management
Northbridge Financial Group, LLC operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $413.1 million in regulatory assets under management and employs 11 people.
Northbridge Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Anthony Orecchio Control | Principal And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Northbridge Financial Group, LLC manage?
Northbridge Financial Group, LLC reports $413.1 million in regulatory assets under management on its Form ADV.
How many employees does Northbridge Financial Group, LLC have?
Northbridge Financial Group, LLC reports 11 employees.
Where is Northbridge Financial Group, LLC located?
Northbridge Financial Group, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Northbridge Financial Group, LLC disclose fund performance?
Northbridge Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4300 West Cypress Street, Meridian Two Building, Suite 370, Tampa, FL 33607 |
| Phone | (813) 877-8000 |
| Fax | (813) 877-8001 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$413.1M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$413.1Mregulatory AUM
Discretionary $373.4MNon-discretionary $39.7M