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QUEENBRIDGE CAPITAL, LLC

PITTSFORD, NY · CRD 324027 · IAPD ↗ · queenbridgecapital.com · 585-348-9585

$79.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
March 2024 — QUEENBRIDGE CAPITAL, LLC reported RAUM up 39% ($50.8M -> $70.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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