Nick Filippo

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

Independent, Experienced, Client Focused

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients.

Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

General Information

Firm Start Year

2001

No.of Employees

10-19

CRD#

115700

Firm CRD#

115700

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Our team of 9 investment professionals have, on average, over 25 years experience analyzing investment opportunities and building customized portfolios based on client needs.

Work with the following types of clients

Non-Profit Organizations, Businesses, Investment Clubs, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Services

Investment Types

Stocks, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Via Email, Our Office, Your Home, Our Offices, Video Conference, Via Phone, Your Office

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Firm Information

Firm's Number of Clients

570

Assets Managed by Firm

$1,800,000,000

Assets Managed by Advisor

$1,900,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Education

Bachelor of Arts - Mathematics

University of Chicago
10/1/1977 - 6/15/1981

MBA - Finance

Northwestern University
9/1/1988 - 12/15/1990

All other trademarks and copyrights are the property of their respective holders.

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.

FinancialAdvisor.net is a nationwide system of investment advisors and planners. Our members belong to boutique RIA firms as well as big wall street brands. We are not a financial advisory firm and do not provide financial advice. Our advisor-match service is free to the consumers. However, advisors pay a fee to be a member of our network.

We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.