PanBridge Capital Advisory LLC

Information We Collect

We may collect non-public personal information about clients and prospective clients in connection with providing investment advisory services. This information may include personal identification information, financial information, and information received from third parties as authorized.

How We Use Information

We use this information to provide investment advisory services, communicate with clients, maintain and service client accounts, and comply with legal and regulatory requirements.

How We Protect Information

PanBridge maintains physical, electronic, and procedural safeguards designed to protect client information. We utilize third-party service providers, including customer relationship management systems, to securely store and manage client data.

Sharing of Information

PanBridge does not sell client information. We may share information as permitted by law, including with service providers, custodians, or regulatory authorities.

Third-Party Service Providers

PanBridge may use third-party service providers to support business operations. These providers are expected to maintain appropriate safeguards to protect client information.

Former Clients

We maintain the same privacy protections for former clients as we do for current clients.

Changes to This Privacy Policy

PanBridge may update this Privacy Policy from time to time. Any material changes will be communicated as required by law.

Contact Information

PanBridge Capital Advisory LLC

Email: contact@panbridgecapital.com
Phone: (407) 340-8741