← Tributary

SUNBRIDGE MANAGEMENT, INC.

AMHERST, NY · CRD 126299 · IAPD ↗ · sunbridge.biz · 716-626-0307

$34.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2024 — SUNBRIDGE MANAGEMENT, INC. (AMHERST, NY) left the SEC roster (was $34.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.