Overview
Assets Under Management: $1.0 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 241
Average Client Assets: $2.8 million
Frequently Asked Questions
BRIDGEPORT FINANCIAL SOLUTIONS 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 #325485), BRIDGEPORT FINANCIAL SOLUTIONS is subject to fiduciary duty under federal law.
BRIDGEPORT FINANCIAL SOLUTIONS is headquartered in PHOENIX, AZ.
BRIDGEPORT FINANCIAL SOLUTIONS serves 241 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, BRIDGEPORT FINANCIAL SOLUTIONS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRIDGEPORT FINANCIAL SOLUTIONS manages $1.0 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, BRIDGEPORT FINANCIAL SOLUTIONS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.92%
Average Client Assets: $2.8 million
Total Client Accounts: 2,755
Discretionary Accounts: 2,753
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 325485
Filing ID: 2085788
Last Filing Date: 2026-03-31 14:04:18