Overview
Assets Under Management: $485 million
Headquarters: PHOENIX, AZ
Frequently Asked Questions
BRIDGEPORT FINANCIAL SOLUTIONS 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 #325485), BRIDGEPORT FINANCIAL SOLUTIONS LLC is subject to fiduciary duty under federal law.
BRIDGEPORT FINANCIAL SOLUTIONS LLC is headquartered in PHOENIX, AZ.
According to their SEC Form ADV, BRIDGEPORT FINANCIAL SOLUTIONS LLC 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 LLC manages $485 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, BRIDGEPORT FINANCIAL SOLUTIONS LLC 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
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.61
Total Client Accounts: 1,572
Discretionary Accounts: 1,572
Regulatory Filings
CRD Number: 325485
Filing ID: 1971521
Last Filing Date: 2025-03-28 17:06:00
Website: https://bridgeport.financial