Globalbridge Advisors, Inc. (Minneapolis)

Name: Globalbridge Advisors, Inc.
Address: 903 Washington Ave S, Minneapolis, MN, 55415
Telephone: 612-746-5850

Globalbridge Advisors, Inc. is a large advisory firm based in Minneapolis. It manages $311 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 6 other states.

Globalbridge Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Globalbridge Advisors: assets under management

The assets under management (AUM) of Globalbridge Advisors, Inc. is $311 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $311 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Globalbridge Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Globalbridge Advisors, Inc.

Christopher Joseph Olsen has been acting as President since 1 Jan 2001. Benjamin Samuel Rinkey joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kelly Thomas Coughlin	President, ceo	1 Jul 1999	75% - 100%	1014477
Gerri Lynn Zschetzsche	Vice president, director of administration	1 Jul 1999	Other	2865223
Kurt Jeffrey Wiessner	Senior vice president, director of business development	1 Jul 1999	Other	1323108
Inc. Globalbridge	Corporation, shareholder	1 Jul 1999	75% - 100%	41-1946302
Christopher Joseph Olsen	Director	1 Nov 2000	Other	4370511
Gerri Lynn Zschetzsche	Vice president, director of administration	1 Jan 2001	Other	2865223
Kurt Jeffrey Wiessner	Senior vice president, director of business development	1 Jan 2001	Other	1323108
Christopher Joseph Olsen	Director	1 Jan 2001	Other	4370511
Ross Eugene Rogers	President, principal	1 Nov 2003	Other	842414
Sally Oberstar	Chief compliance officer	1 Jun 2006	Other	2865223
Diane Elaine King	Manager,investments	1 Aug 2006	Other	5299962
Mary Ruth Mcmahon	Manager, business development	1 Dec 2006	Other	2350168
Benjamin Russell Avis	Chief operating officer	1 Aug 2007	Other	4078568
Mary Ruth Mcmahon	Chief compliance officer	1 Aug 2008	Other	2350168
Paul Harold Perseke	Chief financial officer	1 Jan 2010	Other	2207468
Benjamin Samuel Rinkey	Ceo	1 Feb 2012	Other	377023
Sally Ann Oberstar	Chief compliance officer	1 Feb 2012	Other	4951683
Paul Harold Perseke	Chief executive officer	1 Jan 2013	Other	2207468

Based in Minneapolis

The principal office where Globalbridge Advisors, Inc. performs its advisory services is located at 903 Washington Ave S, Minneapolis, MN 55415, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-746-5850 or by fax 612-746-5856. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.globalbridgeinc.com.