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BRIDGEWEALTH ADVISORY GROUP, LLC

986 West Alluvial Ave.
Suite 101
Fresno, California 93711
Tel: (559) 432-6100

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About BRIDGEWEALTH ADVISORY GROUP, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#293514
SEC#801-112758
Assets Managed by Firm$530,126,567
No. of Clients1376
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1376$530,126,567
Individuals (other than high net worth individuals)383$141,434,836
High net worth individuals171$280,777,259
Pension and profit sharing plans26$34,163,747
Charitable organizationsFewer than 5 clients$3,015,367
Corporations or other businesses27$70,735,358

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