Overview
Assets Under Management: $151 million
Headquarters: SHELTON, CT
High-Net-Worth Clients: 36
Average Client Assets: $1.7 million
Frequently Asked Questions
BRIDGELIGHT FINANCIAL ADVISORS, INC 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 #139518), BRIDGELIGHT FINANCIAL ADVISORS, INC is subject to fiduciary duty under federal law.
BRIDGELIGHT FINANCIAL ADVISORS, INC is headquartered in SHELTON, CT.
BRIDGELIGHT FINANCIAL ADVISORS, INC serves 36 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, BRIDGELIGHT FINANCIAL ADVISORS, INC offers financial planning and portfolio management for individuals. View all service details ↓
BRIDGELIGHT FINANCIAL ADVISORS, INC manages $151 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, BRIDGELIGHT FINANCIAL ADVISORS, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.48%
Average Client Assets: $1.7 million
Total Client Accounts: 718
Discretionary Accounts: 714
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 139518
Filing ID: 2044857
Last Filing Date: 2026-03-03 16:07:43