BRIDGEINVEST LLC

2601 South Bayshore Drive, Suite 1400
Miami, Florida 33133
Tel: 305 749 9887

About BRIDGEINVEST LLC

BRIDGEINVEST LLC, formally registered with the SEC as BRIDGEINVEST LLC. The firm was established in 09/04/2020. They have over 1 offices throughout the country.

BRIDGEINVEST LLC is a Miami, Florida based Financial Planning firm with nearly $749,100,083 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 34 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307343
SEC#	801-119401
Assets Managed by Firm	$749,100,083
No. of Clients	10
No. of Advisors	34

Fee Structure

A percentage of AUM
Performance Based
Other (STRUCTURING, SERVICING, & CO-INVESTMENT FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$749,100,083

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