Globalbridge Advisors, Inc. (Minneapolis)


Globalbridge Advisors, Inc. is a large advisory firm based in Minneapolis. It manages $311 million of regulatory assets for 240 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 6 other states.

Globalbridge Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Globalbridge Advisors: assets under management

The assets under management (AUM) of Globalbridge Advisors, Inc. is $311 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $311 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Globalbridge Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Globalbridge Advisors, Inc.

Christopher Joseph Olsen has been acting as President since 1 Jan 2001. Benjamin Samuel Rinkey joined the executive team most recently as the Ceo.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Kelly Thomas Coughlin President, ceo 1 Jul 1999 75% - 100% 1014477
Gerri Lynn Zschetzsche Vice president, director of administration 1 Jul 1999 Other 2865223
Kurt Jeffrey Wiessner Senior vice president, director of business development 1 Jul 1999 Other 1323108
Inc. Globalbridge Corporation, shareholder 1 Jul 1999 75% - 100% 41-1946302
Christopher Joseph Olsen Director 1 Nov 2000 Other 4370511
Gerri Lynn Zschetzsche Vice president, director of administration 1 Jan 2001 Other 2865223
Kurt Jeffrey Wiessner Senior vice president, director of business development 1 Jan 2001 Other 1323108
Christopher Joseph Olsen Director 1 Jan 2001 Other 4370511
Ross Eugene Rogers President, principal 1 Nov 2003 Other 842414
Sally Oberstar Chief compliance officer 1 Jun 2006 Other 2865223
Diane Elaine King Manager,investments 1 Aug 2006 Other 5299962
Mary Ruth Mcmahon Manager, business development 1 Dec 2006 Other 2350168
Benjamin Russell Avis Chief operating officer 1 Aug 2007 Other 4078568
Mary Ruth Mcmahon Chief compliance officer 1 Aug 2008 Other 2350168
Paul Harold Perseke Chief financial officer 1 Jan 2010 Other 2207468
Benjamin Samuel Rinkey Ceo 1 Feb 2012 Other 377023
Sally Ann Oberstar Chief compliance officer 1 Feb 2012 Other 4951683
Paul Harold Perseke Chief executive officer 1 Jan 2013 Other 2207468

Based in Minneapolis

The principal office where Globalbridge Advisors, Inc. performs its advisory services is located at 903 Washington Ave S, Minneapolis, MN 55415, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-746-5850 or by fax 612-746-5856. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.globalbridgeinc.com.