BRIDGEWATER ASSET MANAGEMENT LLC

16150 Main Circle Drive
Suite 210
Chesterfield, Missouri 63017
Tel: 636-536-9936

About BRIDGEWATER ASSET MANAGEMENT LLC

BRIDGEWATER ASSET MANAGEMENT LLC, formally registered with the SEC as BRIDGEWATER ASSET MANAGEMENT LLC. The firm was established in 11/09/2016. They have over 2 offices throughout the country.

BRIDGEWATER ASSET MANAGEMENT LLC is a Chesterfield, Missouri based Financial Planning firm with nearly $266,711,287 assets under management, offering retirement planning & investment advisory services to 1161 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169832
SEC#	801-108560
Assets Managed by Firm	$266,711,287
No. of Clients	1161
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1161	$266,711,287
Individuals (other than high net worth individuals)	260	$58,223,336
High net worth individuals	127	$200,835,931
Pension and profit sharing plans	3	$1,724,752
Charitable organizations	5	$3,118,344
Corporations or other businesses	4	$2,808,924

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