Tech stack
No one at Kingsbridge Wealth Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $183M held · filed Oct 2024
Interactive Brokers
Per Form ADV · $5M held · filed Oct 2024