NORTHBRIDGE FINANCIAL GROUP, LLC

CRD 310394File 801-119466

APPROVED

Retail clients

Filing as of Jul 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$413.1M

Below cohort median (national)

Discretionary AUM

$373.4M

Non-discretionary $39.7M

Clients

487

1,354 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Sep 14, 2020
Principal office: 4300 WEST CYPRESS STREET, MERIDIAN TWO BUILDING, SUITE 370, TAMPA, FL, 33607
Phone: (813) 877-8000
Website: https://twitter.com/NorthbridgeFG

Assets & accounts

ADV Item 5F

Total regulatory AUM: $413.1M
Discretionary AUM: $373.4M
Non-discretionary AUM: $39.7M
Discretionary accounts: 1,319
Non-discretionary accounts: 35
Total accounts: 1,354
AUM per client: $848K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$679K
Charitable organizations	Fewer than 5	$1.9M
High net worth individuals	170	$330.2M
Pension and profit sharing plans	5	$5.7M
Individuals (other than high net worth individuals)	312	$74.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.