LIONSBRIDGE WEALTH MANAGEMENT LLC

HTTP://WWW.LBWM.NET JACKSONVILLE BEACH, FL Investment Advisor How do I update this listing?

Lionsbridge Wealth Management is based out of Jacksonville Beach. Lionsbridge Wealth Management is a large advisory firm with 100 clients and discretionary assets under management (AUM) of $105,120,948 (Form ADV from 2019-03-11). Their last reported 13F filing for Q4 2019 included $107,172,000 in managed 13F securities and a top 10 holdings concentration of 48.88%. Lionsbridge Wealth Management's largest holding is Vanguard S&P 500 ETF with shares held of 35,050. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

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12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.08%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LIONSBRIDGE WEALTH MANAGEMENT LLC
1514 ROBERTS DRIVE
JACKSONVILLE BEACH FL    32250
Country: United States

Business Phone: 904-562-5194
Fax: 904-562-5191
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 43,590,300
Total Number of Clients: 100
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (2),11.D (4)
Data above was derived from SEC filings.

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