Antonio Valiengo

Newbridge Financial Services Group, INC.

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newbridge Financial Services Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

71 advisors

Number of Clients

2,899 clients

Average Client Portfolio

$281K average

Assets Under Management

$813.5M

Fee Structure

Minimum Investment:$25K

Minimum Annual Fee:$250

Location

10150 Meanley Drive, 1st Floor, San Diego, CA, 92131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Nfsg Corporation

September 2025 - Present · 5 mos

Newbridge Securities CorporationBroker

September 2025 - Present · 5 mos