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BRIDGEWEALTH ADVISORY GROUP, LLC
986 West Alluvial Ave.
Suite 101
Fresno, California 93711
Tel: (559) 432-6100
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 $410,863,694 assets under management, offering retirement planning & investment advisory services to 1265 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 293514 |
| SEC# | 801-112758 |
| Assets Managed by Firm | $410,863,694 |
| No. of Clients | 1265 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1265 | $410,863,694 |
| Individuals (other than high net worth individuals) | 451 | $116,823,320 |
| High net worth individuals | 126 | $216,493,505 |
| Pension and profit sharing plans | 27 | $29,456,161 |
| Charitable organizations | Fewer than 5 clients | $4,601,500 |
| Corporations or other businesses | 18 | $43,489,208 |
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|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
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