TrestleBridge Capital HAS announced its launch as an independent financial firm with us$100 million in brokerage and advisory assets under management, and a focus on providing wealth management services to mass affluent and high net worth individuals and families.
The firm was founded by veteran independent advisor Andrew Gonski, who has 15 years of experience within the financial services industry.
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With five employees and its headquarters in Austin, Texas – centrally located within the US – TrestleBridge Capital serves a national client base, encompassing high net worth individuals and families from major metropolitan areas on both the East and West Coasts, as well as a population of highly skilled and well-educated professionals based in its hometown of Austin, that are pursuing comprehensive wealth accumulation strategies.
TrestleBridge Capital has been launched in collaboration with LPL Financial, an independent broker-dealer and custodian.
Andrew Gonski, principal of TrestleBridge Capital, said: "By aligning our commitment to independent advice with resources that are second to none through LPL Financial and Flagship Harbor Advisors, LLC, we now have the right people, the right business model and the right partners to take our vision for success and service for clients to the next level," Gonski added.
TrestleBridge Capital advisors will conduct brokerage activities through LPL Financial, while providing fee-based advisory services through Flagship Harbor Advisors, a registered investment advisory (RIA) firm based in Boston, Massachusetts.
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