RIA Intel›Advisers›Oregon›GREENBRIDGE INVESTMENT MANAGEMENT, LLC

GREENBRIDGE INVESTMENT MANAGEMENT, LLC

Advisory

LAKE OSWEGO, OR

Data as of May 27, 2026 · Source: SEC Form ADV

Rank in OR
#304
of 305 advisers by AUM
Average account
$2M
across 21 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed May 27, 2026.

Total AUM
$50M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$190K
Discretionary %99.6%
Total Clients21
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

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PRIVATE WEALTH ADVISORS, INC.
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