Tribridge Partners Financial LLC

Overview

Tribridge Partners Financial LLC is an SEC registered investment adviser based in Columbia, MD, registered since 2024. It reports $1.6B in assets under management across 535 accounts, with 23 employees. It has 7 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

25%

Accounts

535

Average account

$3M

Employees

23

Advisory reps

7

Registered since

2024

Jurisdictions

9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Craig J Reid Chief Executive Officer CRD 6280558
• Ashleigh Cooper Swayze Chief Compliance Officer CRD 4632543
• Dan Ehly Senior Vice President CRD 8305950

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Teresa Eade Investment Adviser Rep CRD 7001653
• Brian G Lizzi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4508810
• Michael James Mcgowen Registered Rep · Investment Adviser Rep CRD 6570234

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6721 Columbia Gateway Dr Ste 100
Columbia, MD 21046

County

Howard

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: tribridgepartnersfinancial.com

Every state, with registration dates

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