Overview
Assets Under Management: $485 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 11
Average Client Assets: $43 million
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: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.39
Average High-Net-Worth Client Assets: $43 million
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