TrestleBridge Capital Launched with Approximately $100 Million in Brokerage and Advisory Assets Under Management with LPL Financial
Austin, TX (PRWEB) September 12, 2013 -- TrestleBridge Capital today announced its launch as an independent financial firm with $100 million in brokerage and advisory assets under management, and a focus on providing holistic wealth management services to mass affluent and high net worth individuals and families. The firm was founded by veteran independent advisor Andrew Gonski, who brings 15 years of experience within the financial services industry.
With five employees and its headquarters in Austin, Texas – centrally located within the United States – 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 (NASDAQ: LPLA), the leading independent broker-dealer and custodian. The firm’s relationship with LPL Financial will provide it with access to a robust suite of technology, research and practice management solutions that will enable its team to perform at peak levels of efficiency and deliver objective and conflict-free financial advice to its clients across the country.
Andrew Gonski, Principal of TrestleBridge Capital, said, “We are extremely excited to launch our new firm, which fulfills a need for truly independent financial counsel that is in rising demand in both Texas and across the nation. The very essence of our new brand, TrestleBridge, conveys our value proposition for retail investors today: Mass affluent and high net worth investors are seeking a hands-on advisor who can connect them seamlessly with the sophisticated financial solutions, while integrating these solutions within a broader holistic plan that supports their life goals. 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.”
Bill Morrissey, Executive Vice President of Business Development at LPL Financial, said, “We are delighted to welcome TrestleBridge Capital to our platform. Andrew Gonski and his team of professionals have a growing and dynamic firm that we look forward to supporting with industry-leading tools and resources so they can provide their clients with quality independent advice. We are proud to enable thousands of successful independent advisor businesses such as TrestleBridge Capital throughout the nation by giving them the tools, resources, choice and flexibility necessary to succeed in all their endeavors.”
TrestleBridge Capital advisors will conduct brokerage activities directly through LPL Financial, while providing fee-based advisory services through Flagship Harbor Advisors, LLC a registered investment advisory (RIA) firm based in Boston, Mass.
About TrestleBridge Capital
TrestleBridge Capital is an independent wealth management firm based in Austin, Texas. The firm provides comprehensive financial planning and asset management services to mass affluent and high net worth individuals and families across the nation. Consistent with its brand name, the firm prides itself on seamlessly connecting retail investors with the sophisticated financial solutions, while integrating these solutions within a broader holistic plan that supports their life goals. Registered in 17 states, the firm serves clients on both coasts and has approximately $100 Million in brokerage and advisory assets under management. Please visit http://www.trestlebridgecapital.com/ for more information.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2013), a top RIA custodian,* and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbors Advisors, LLC, a registered investment advisor and separate entity from LPL Financial.
*Cerulli Associates: RIA Service Agent Survey Q1 2013
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Matthew Griffes, Haven Tower Group, LLC, http://haventower.com/, +1 (206) 402-5853, [email protected]
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