Overview
Assets Under Management: $740 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 6
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.21
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,903
Discretionary Accounts: 1,903
Regulatory Filings
CRD Number: 293514
Filing ID: 1980000
Last Filing Date: 2025-04-16 08:49:00
Website: https://bridgewealth.com