Overview
Assets Under Management: $216 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 49
Average Client Assets: $1.8 million
Frequently Asked Questions
BRIDGEMARK WEALTH MANAGEMENT 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 #286177), BRIDGEMARK WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BRIDGEMARK WEALTH MANAGEMENT is headquartered in ROCKVILLE, MD.
BRIDGEMARK WEALTH MANAGEMENT serves 49 high-net-worth clients according to their SEC filing dated February 16, 2024. View client details ↓
According to their SEC Form ADV, BRIDGEMARK WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
BRIDGEMARK WEALTH MANAGEMENT manages $216 million in client assets according to their SEC filing dated February 16, 2024.
According to their SEC Form ADV, BRIDGEMARK WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.80%
Average Client Assets: $1.8 million
Total Client Accounts: 898
Discretionary Accounts: 898
Regulatory Filings
CRD Number: 286177
Filing ID: 1821487
Last Filing Date: 2024-02-16 15:38:00