Natural Bridges Financial Advisors LLC

California
Registered In
07/09/2015
Incorp. Date

Company Summary

Natural Bridges Financial Advisors LLC at 627 Center St, Santa Cruz, Ca 95060 lists Chris Lewis Wentzien of Santa Cruz, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Chris Lewis Wentzien Individual Agent
332 COLUMBIA ST, SANTA CRUZ, CA 95060
Chris Lewis Wentzien Manager
332 COLUMBIA ST, SANTA CRUZ, CA 95060
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627 CENTER ST, SANTA CRUZ, CA 95060 View Map

Financial Information for Natural Bridges Financial Advisors LLC

Form 5500

NATURAL BRIDGES FINANCIAL ADVISORS LLC

627 Center Street, Santa Cruz, Ca 95060 (831) 421-0700 EIN:81-4481285 Plan Admin:Guideline, Inc.
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameNATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$228,112 / $330,828 2023 NATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN - Plan #001 4 / 4 $228,112 / $330,828
2022 Plan NameNATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$194,604 / $228,112 2022 NATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN - Plan #001 4 / 4 $194,604 / $228,112
2021 Plan NameNATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$164,225 / $194,604 2021 NATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN - Plan #001 4 / 4 $164,225 / $194,604
2020 Plan NameNATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$92,788 / $164,225 2020 NATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN - Plan #001 4 / 4 $92,788 / $164,225
2019 Plan NameNATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$41,661 / $92,788 2019 NATURAL BRIDGES FINANCIAL ADVISORS 401(K) PLAN - Plan #001 4 / 4 $41,661 / $92,788
Benefit & Retirement Plans based on Form 5500.
Address Match:627 Center St Santa Cruz, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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