Newbridge Financial Services Group, Inc.
Newbridge Financial Services Group, Inc. (NFSG) is an SEC-registered investment adviser founded in 1997 and headquartered in Boca Raton, Florida. The firm offers tailored financial strategies including portfolio management, retirement planning, insurance, tax harvesting, educational planning, and charitable giving, serving both individual and corporate clients. NFSG employs experienced financial professionals focused on supporting clients in building and maintaining their wealth through all stages of financial planning. As part of the Newbridge Financial, Inc. family, it leverages the resources of affiliated companies, including Newbridge Securities Corporation. The firm is regulated by the SEC and emphasizes fiduciary duty and transparency in fees. NFSG employs between 50 and 200 people.
Investment Strategy
NFSG provides discretionary and non-discretionary investment advice tailored to individual client goals and risk tolerances. Portfolios are diversified across various securities and may include third-party asset managers. Its approach combines cyclical, fundamental, and technical analysis and includes short-term investing, asset allocation, and long-term investing. The firm emphasizes ongoing portfolio reviews, education on investment risks, and prioritizes client interests via a formal Code of Ethics. The annual advisory fee can be up to 2.0% of assets under management, with a minimum account size of $25,000.
Top Holdings
Equity Positions (1,282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.94% | $42.8M | 270,890 | $50.67 | $157.99 | +$14.7M |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.98% | $18.4M | 362,310 | $50.67 | $50.68 | +$17.0M |
A AMZN | AMAZON COM INC | 2.95% | $18.2M | 82,912 | $183.78 | $219.39 | +$2.4M |
M MSFT | MICROSOFT CORP | 2.74% | $16.9M | 33,916 | $322.43 | $497.41 | +$4.5M |
A AAPL | APPLE INC | 2.64% | $16.3M | 79,336 | $250.26 | $205.17 | -$1.8M |