986 West Alluvial Ave.
Suite 101
Fresno, California 93711
Tel: (559) 432-6100
BRIDGEWEALTH ADVISORY GROUP, LLC, formally registered with the SEC as BRIDGEWEALTH ADVISORY GROUP, LLC. The firm was established in 04/02/2018. They have over 1 offices throughout the country.
BRIDGEWEALTH ADVISORY GROUP, LLC is a Fresno, California based Financial Planning firm with nearly $530,126,567 assets under management, offering retirement planning & investment advisory services to 1376 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 293514 |
SEC# | 801-112758 |
Assets Managed by Firm | $530,126,567 |
No. of Clients | 1376 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1376 | $530,126,567 |
Individuals (other than high net worth individuals) | 383 | $141,434,836 |
High net worth individuals | 171 | $280,777,259 |
Pension and profit sharing plans | 26 | $34,163,747 |
Charitable organizations | Fewer than 5 clients | $3,015,367 |
Corporations or other businesses | 27 | $70,735,358 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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