Active
NATURAL BRIDGES FINANCIAL ADVISORS
Investment Advice|SANTA CRUZ, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$106.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 106.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 148056 |
| SEC Number | 801-132940 |
| Street Address | 627 CENTER STREET |
| Location | SANTA CRUZ, CA 95060 |
| Country | United States |
| Phone | 831-421-0700 |
| Fax | 831-421-0700 |
| Total Employees | 3 |
Client Count by Type (75 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 71 |
| Individuals (other than H… | 4 |
Community Partners
CITY OF CAPITOLA
CITY OF SANTA CRUZ
CITY OF SCOTTS VALLEY
COUNTY OF SANTA CRUZ
CITY OF CAPITOLA
CITY OF SANTA CRUZ
CITY OF SCOTTS VALLEY
COUNTY OF SANTA CRUZ
CITY OF CAPITOLA
CITY OF SANTA CRUZ
CITY OF SCOTTS VALLEY
COUNTY OF SANTA CRUZ
Municipal Government
4 Active
4
Organizations
ALBA RECREATION AND PARK DISTRICT
BEN LOMOND FIRE PROTECTION DISTRICT
BOULDER CREEK FIRE PROTEC DISTRICT
BOULDER CREEK RECREATION AND PARK DISTRICT
BRANCIFORTE FIRE PROTEC DISTRICT
CENTRAL COAST COMMUNITY ENERGY AUTHORITY
CENTRAL FIRE DISTRICT OF SANTA CRUZ COUNTY
CENTRAL WATER DIST
DEPOT HILL GEOLOGIC HAZARD ABATEMENT DISTRICT
FELTON FIRE PROTECTION DISTRICT
HENRY J MELLO CENTER FOR THE PERFORMING ARTS ADMIN AGENCY
LA SELVA BEACH RECREATION DIST
LCL MEDICAL FACILITIES FINANCING AUTH III
LIBRARY JOINT POWERS AUTHORITY
OPAL CLIFFS RECREATION AND PARK DISTRICT
PAJARO DUNES GEOLOGIC HAZARD ABATEMENT DISTRICT
PAJARO VALLEY CEMETERY DISTRICT
PAJARO VALLEY WATER MANAGEMENT AGENCY FINANCING CORPORATION
PLACE DE MER GEOLOGIC HAZARD ABATEMENT DISTRICT
RECLAMATION DISTRICT 2049 SANTA CRUZ CO
ALBA RECREATION AND PARK DISTRICT
BEN LOMOND FIRE PROTECTION DISTRICT
BOULDER CREEK FIRE PROTEC DISTRICT
BOULDER CREEK RECREATION AND PARK DISTRICT
BRANCIFORTE FIRE PROTEC DISTRICT
CENTRAL COAST COMMUNITY ENERGY AUTHORITY
CENTRAL FIRE DISTRICT OF SANTA CRUZ COUNTY
CENTRAL WATER DIST
DEPOT HILL GEOLOGIC HAZARD ABATEMENT DISTRICT
FELTON FIRE PROTECTION DISTRICT
HENRY J MELLO CENTER FOR THE PERFORMING ARTS ADMIN AGENCY
LA SELVA BEACH RECREATION DIST
LCL MEDICAL FACILITIES FINANCING AUTH III
LIBRARY JOINT POWERS AUTHORITY
OPAL CLIFFS RECREATION AND PARK DISTRICT
PAJARO DUNES GEOLOGIC HAZARD ABATEMENT DISTRICT
PAJARO VALLEY CEMETERY DISTRICT
PAJARO VALLEY WATER MANAGEMENT AGENCY FINANCING CORPORATION
PLACE DE MER GEOLOGIC HAZARD ABATEMENT DISTRICT
RECLAMATION DISTRICT 2049 SANTA CRUZ CO
ALBA RECREATION AND PARK DISTRICT
BEN LOMOND FIRE PROTECTION DISTRICT
BOULDER CREEK FIRE PROTEC DISTRICT
BOULDER CREEK RECREATION AND PARK DISTRICT
BRANCIFORTE FIRE PROTEC DISTRICT
CENTRAL COAST COMMUNITY ENERGY AUTHORITY
CENTRAL FIRE DISTRICT OF SANTA CRUZ COUNTY
CENTRAL WATER DIST
DEPOT HILL GEOLOGIC HAZARD ABATEMENT DISTRICT
FELTON FIRE PROTECTION DISTRICT
HENRY J MELLO CENTER FOR THE PERFORMING ARTS ADMIN AGENCY
LA SELVA BEACH RECREATION DIST
LCL MEDICAL FACILITIES FINANCING AUTH III
LIBRARY JOINT POWERS AUTHORITY
OPAL CLIFFS RECREATION AND PARK DISTRICT
PAJARO DUNES GEOLOGIC HAZARD ABATEMENT DISTRICT
PAJARO VALLEY CEMETERY DISTRICT
PAJARO VALLEY WATER MANAGEMENT AGENCY FINANCING CORPORATION
PLACE DE MER GEOLOGIC HAZARD ABATEMENT DISTRICT
RECLAMATION DISTRICT 2049 SANTA CRUZ CO
Special District
44 Active
44
Organizations
BONNY DOON UNION ELEMENTARY
CABRILLO COMMUNITY COLLEGE DISTRICT
HAPPY VAL ELEM SCH DIST
LIVE OAK ELEM SCH DIST
MOUNTAIN ELEM SCH DIST
PACIFIC ELEM SCH DIST
PAJARO VALLEY UNIFIED SCHOOL DIST
SAN LORENZO VAL UNIF SCH DIST
SAN LRNZO VALLEY UNIFIED SCHOOL DISTRICT
Santa Cruz City High School District
SANTA CRUZ CITY SCHOOLS
SANTA CRUZ COUNTY OFFICE OF EDUCATION
SCOTTS VALLEY UNIFIED SCHOOL DISTRICT
SOQUEL UNION ELEM SCH DIST
BONNY DOON UNION ELEMENTARY
CABRILLO COMMUNITY COLLEGE DISTRICT
HAPPY VAL ELEM SCH DIST
LIVE OAK ELEM SCH DIST
MOUNTAIN ELEM SCH DIST
PACIFIC ELEM SCH DIST
PAJARO VALLEY UNIFIED SCHOOL DIST
SAN LORENZO VAL UNIF SCH DIST
SAN LRNZO VALLEY UNIFIED SCHOOL DISTRICT
Santa Cruz City High School District
SANTA CRUZ CITY SCHOOLS
SANTA CRUZ COUNTY OFFICE OF EDUCATION
SCOTTS VALLEY UNIFIED SCHOOL DISTRICT
SOQUEL UNION ELEM SCH DIST
BONNY DOON UNION ELEMENTARY
CABRILLO COMMUNITY COLLEGE DISTRICT
HAPPY VAL ELEM SCH DIST
LIVE OAK ELEM SCH DIST
MOUNTAIN ELEM SCH DIST
PACIFIC ELEM SCH DIST
PAJARO VALLEY UNIFIED SCHOOL DIST
SAN LORENZO VAL UNIF SCH DIST
SAN LRNZO VALLEY UNIFIED SCHOOL DISTRICT
Santa Cruz City High School District
SANTA CRUZ CITY SCHOOLS
SANTA CRUZ COUNTY OFFICE OF EDUCATION
SCOTTS VALLEY UNIFIED SCHOOL DISTRICT
SOQUEL UNION ELEM SCH DIST
School District
14 Active
14
Organizations
180 SUPPORTIVE HOUSING, LLC
720 SQUAD CLUB
7G SYNERGY
AAUW SANTA CRUZ BRANCH LOCAL SCHOLARSIP AND PROJECTS COMMITTEE
ABILITY SERVICES
ABRAZO BORINCANO
ABUNDANCE FOR LIFE
ACADEMY FOR PEACE RESEARCH INC
ACES PROGRAM INC
ACTION SANTA CRUZ
ACTIVE HOUSE USA
ACTS OF LOVE FOUNDATION INC
ADVOCACY INC
ADVOCATES FOR COLLABORATIVE EDUCATION
ADVOCATES FOR NISENE MARKS STATE PARK
AFCEA EDUCATIONAL FOUNDATION
AFRICAN FAMILY FILM FOUNDATION
AFTER BREAKING LIMITS EXPECTED INC
AGAPE DANCE FOUNDATION INC
AIR MOBILLITY RESEARCH INSTITUTE
180 SUPPORTIVE HOUSING, LLC
720 SQUAD CLUB
7G SYNERGY
AAUW SANTA CRUZ BRANCH LOCAL SCHOLARSIP AND PROJECTS COMMITTEE
ABILITY SERVICES
ABRAZO BORINCANO
ABUNDANCE FOR LIFE
ACADEMY FOR PEACE RESEARCH INC
ACES PROGRAM INC
ACTION SANTA CRUZ
ACTIVE HOUSE USA
ACTS OF LOVE FOUNDATION INC
ADVOCACY INC
ADVOCATES FOR COLLABORATIVE EDUCATION
ADVOCATES FOR NISENE MARKS STATE PARK
AFCEA EDUCATIONAL FOUNDATION
AFRICAN FAMILY FILM FOUNDATION
AFTER BREAKING LIMITS EXPECTED INC
AGAPE DANCE FOUNDATION INC
AIR MOBILLITY RESEARCH INSTITUTE
180 SUPPORTIVE HOUSING, LLC
720 SQUAD CLUB
7G SYNERGY
AAUW SANTA CRUZ BRANCH LOCAL SCHOLARSIP AND PROJECTS COMMITTEE
ABILITY SERVICES
ABRAZO BORINCANO
ABUNDANCE FOR LIFE
ACADEMY FOR PEACE RESEARCH INC
ACES PROGRAM INC
ACTION SANTA CRUZ
ACTIVE HOUSE USA
ACTS OF LOVE FOUNDATION INC
ADVOCACY INC
ADVOCATES FOR COLLABORATIVE EDUCATION
ADVOCATES FOR NISENE MARKS STATE PARK
AFCEA EDUCATIONAL FOUNDATION
AFRICAN FAMILY FILM FOUNDATION
AFTER BREAKING LIMITS EXPECTED INC
AGAPE DANCE FOUNDATION INC
AIR MOBILLITY RESEARCH INSTITUTE
Nonprofit Organization
1466 Active
1466
Organizations
Community Partners112 organizations
COUNTY OF SANTA CRUZ
Municipal Government·SANTA CRUZ
ALBA RECREATION AND PARK DISTRICT
Special District·BEN LOMOND
BEN LOMOND FIRE PROTECTION DISTRICT
Special District·BEN LOMOND
BRANCIFORTE FIRE PROTEC DISTRICT
Special District·SANTA CRUZ
DEPOT HILL GEOLOGIC HAZARD ABATEMENT DISTRICT
Special District·SARATOGA
HENRY J MELLO CENTER FOR THE PERFORMING ARTS ADMIN AGENCY
Special District·WATSONVILLE
LA SELVA BEACH RECREATION DIST
Special District·LA SELVA BEACH
LCL MEDICAL FACILITIES FINANCING AUTH III
Special District·WATSONVILLE
OPAL CLIFFS RECREATION AND PARK DISTRICT
Special District·SANTA CRUZ
PAJARO DUNES GEOLOGIC HAZARD ABATEMENT DISTRICT
Special District·WATSONVILLE
PAJARO VALLEY CEMETERY DISTRICT
Special District·WATSONVILLE
PAJARO VALLEY WATER MANAGEMENT AGENCY FINANCING CORPORATION
Special District·WATSONVILLE
PLACE DE MER GEOLOGIC HAZARD ABATEMENT DISTRICT
Special District·APTOS
RECLAMATION DISTRICT 2049 SANTA CRUZ CO
Special District·WATSONVILLE
SALSIPUEDES SANITARY DIST
Special District·WATSONVILLE
SANTA CRUZ CO EMERGENCY MEDICAL SERVICES INTEGRATION AUTHORITY
Special District·APTOS
SANTA CRUZ CO LIBRARY FINANCING AUTHORITY JPA
Special District·SANTA CRUZ
SANTA CRUZ COUNTY ANIMAL SERVICE AUTHORITY
Special District·SANTA CRUZ
SANTA CRUZ COUNTY REGIONAL TRANSPORTATION COMMISSION
Special District·SANTA CRUZ
SANTA CRUZ FIRE AGENCIES SELF-INSURANCE FUND
Special District·RANCHO CORDOVA
SANTA CRUZ METROPOLITAN TRANSIT DISTRICT
Special District·SANTA CRUZ
Santa Cruz Public Financing Authority
Special District
SANTA CRUZ-SAN BENITO CO SCHS INSURANCE GROUP
Special District·TORRANCE
SANTA CRUZ WATER DEPARTMENT
Special District·SANTA CRUZ
SCOTTS VALLEY FIRE PROTECTION DISTRICT
Special District·SCOTTS VALLEY
SCOTTS VALLEY PUB FINANCING AUTH
Special District·SCOTTS VALLEY
SCOTTS VALLEY WATER DISTRICT
Special District·SCOTTS VALLEY
SOQUEL CREEK CO WATER DISTRICT
Special District·SOQUEL
SOUTHERN PENINSULA REGIONAL INSURANCE GROUP
Special District·TORRANCE
ZAYANTE FIRE PROTECTION DISTRICT
Special District·FELTON
CABRILLO COMMUNITY COLLEGE DISTRICT
School District·APTOS
Santa Cruz City High School District
School District
180 SUPPORTIVE HOUSING, LLC
Nonprofit Organization·SANTA CRUZ
720 SQUAD CLUB
Nonprofit Organization·Aptos
7G SYNERGY
Nonprofit Organization·Santa Cruz
AAUW SANTA CRUZ BRANCH LOCAL SCHOLARSIP AND PROJECTS COMMITTEE
Nonprofit Organization·Santa Cruz
ABILITY SERVICES
Nonprofit Organization·APTOS
ABRAZO BORINCANO
Nonprofit Organization·SANTA CRUZ
ABUNDANCE FOR LIFE
Nonprofit Organization·Aptos
ACADEMY FOR PEACE RESEARCH INC
Nonprofit Organization·Capitola
ACES PROGRAM INC
Nonprofit Organization·Santa Cruz
ACTION SANTA CRUZ
Nonprofit Organization·Santa Cruz
ACTIVE HOUSE USA
Nonprofit Organization·SOQUEL
ACTS OF LOVE FOUNDATION INC
Nonprofit Organization·Santa Cruz
ADVOCACY INC
Nonprofit Organization·CAPITOLA
ADVOCATES FOR COLLABORATIVE EDUCATION
Nonprofit Organization·Santa Cruz
ADVOCATES FOR NISENE MARKS STATE PARK
Nonprofit Organization·Aptos
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·Santa Cruz
AFRICAN FAMILY FILM FOUNDATION
Nonprofit Organization·Santa Cruz
AFTER BREAKING LIMITS EXPECTED INC
Nonprofit Organization·Aptos
AGAPE DANCE FOUNDATION INC
Nonprofit Organization·Santa Cruz
AIR MOBILLITY RESEARCH INSTITUTE
Nonprofit Organization·Santa Cruz
ALICES RE-STORE INC
Nonprofit Organization·CAPITOLA
ALLIANCE MEMBER SERVICES INC
Nonprofit Organization·SANTA CRUZ
ALLIANCE OF NONPROFITS FOR INSURANCE
Nonprofit Organization·SANTA CRUZ
ALPHA KAPPA PSI FRATERNITY
Nonprofit Organization·Santa Cruz
ALPHA PHI OMEGA - ALPHA GAMMA NU
Nonprofit Organization·SANTA CRUZ
ALTERNATIVE FAMILY EDUCATION PARENT CLUB INCORPORATED
Nonprofit Organization·santa Cruz
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Aptos
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Santa Cruz
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Scotts Valley
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Santa Cruz
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·SANTA CRUZ
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Santa Cruz
AMATURE ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Aptos
AMCHA INITIATIVE
Nonprofit Organization·SANTA CRUZ
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Santa Cruz
AMERICAN CONTRACT BRIDGE LEAGUE
Nonprofit Organization·SANTA CRUZ
American Federation of Teachers
Nonprofit Organization·Aptos
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Santa Cruz
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Santa Cruz
AMERICAN GUILD OF ORGANISTS AGO
Nonprofit Organization·Santa Cruz
American Herbal Pharmacopeia
Nonprofit Organization·Scotts Valley
AMERICAN IMIGRATION LAWYERS ASSOCIATION
Nonprofit Organization·SCOTTS VALLEY
AMERICAN INTERFAITH UNIVERSITY
Nonprofit Organization·SANTA CRUZ
AMERICAN IRIS SOCIETY
Nonprofit Organization·Soquel
AMERICAN LEGION
Nonprofit Organization·Santa Cruz
AMERICAN MUSEUM OF TELEPHONY
Nonprofit Organization·APTOS
AMERICAN MUSICAL HERITAGE FOUNDATION
Nonprofit Organization·SCOTTS VALLEY
AMERICAN RELIEF CENTERS
Nonprofit Organization·SANTA CRUZ
AMERICAN RHODODENDRON SOCIETY
Nonprofit Organization·Santa Cruz
AMERICAN ROSE SOCIETY
Nonprofit Organization·Soquel