Tower Bridge Advisors

Financial planning in West Conshohocken, PA

SEC registeredNo commissions reported

Call (610) 260-2200 Send a message Map ↗

Public-record details

Address: 300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428
Phone: (610) 260-2200
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Tower Bridge Advisors, INC.
CRD number: 115700
Registration: SEC registered since 2001-10-05
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $1.5 billion
Accounts managed: 805
Clients reported (Form ADV 5.D): 807
Individual / high-net-worth clients: 375 / 386
Employees: 14
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-01-23

SEC registered investment adviser, CRD 115700, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 115700 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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