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Nick + Filippo - Financial Advisor in Conshohocken, PA

Paladin Research Report For:

Tower Bridge Advisors

101 West Elm Street, Suite 355
Conshohocken, PA 19428
610-260-2222

General Information

Firm Start Year
  • 2001
No.of Employees
  • 10-19
CRD#
  • 115700
Firm CRD#
  • 115700
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 9
Work Experience
  • Our team of 9 investment professionals have, on average, over 25 years experience analyzing investment opportunities and building customized portfolios based on client needs.
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Financial Planning for Individuals, Risk Management, Education Funding and Planning, 401K Rollovers, Money Management

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CFA®

Firm Information

Firm's Number of Clients
  • 570
Assets Managed by Firm
  • $1,800,000,000
Assets Managed by Advisor
  • $1,900,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $1,000,000

Education

Bachelor of Arts - Mathematics
  • University of Chicago
    10/1/1977 - 6/15/1981
MBA - Finance
  • Northwestern University
    9/1/1988 - 12/15/1990

BASIC INFORMATION NEEDED FOR THE INQUIRY