Overview
Assets Under Management: $453 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 149
Average Client Assets: $2.2 million
Frequently Asked Questions
BRIDGE ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148282), BRIDGE ADVISORY LLC is subject to fiduciary duty under federal law.
BRIDGE ADVISORY LLC is headquartered in PASADENA, CA.
BRIDGE ADVISORY LLC serves 149 high-net-worth clients according to their SEC filing dated January 25, 2024. View client details ↓
According to their SEC Form ADV, BRIDGE ADVISORY LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BRIDGE ADVISORY LLC manages $453 million in client assets according to their SEC filing dated January 25, 2024.
According to their SEC Form ADV, BRIDGE ADVISORY LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.74%
Average Client Assets: $2.2 million
Total Client Accounts: 1,331
Discretionary Accounts: 1,250
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 148282
Filing ID: 1816541
Last Filing Date: 2024-01-25 14:05:00