Overview
Assets Under Management: $151 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 111
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 382
Discretionary Accounts: 378
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 326547
Last Filing Date: 2025-01-15 00:00:00
Website: https://bridgewaywm.com