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BRIDGE INVESTMENT GROUP

111 E. Sego Lily Drive
#400
Sandy, Utah 84070
Tel: 801-716-1463

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About BRIDGE INVESTMENT GROUP

BRIDGE INVESTMENT GROUP, formally registered with the SEC as BRIDGE INVESTMENT GROUP. The firm was established in 10/19/2011. They have over 12 offices throughout the country.

BRIDGE INVESTMENT GROUP is a Sandy, Utah based Financial Planning firm with nearly $47,001,314,000 assets under management, offering retirement planning & investment advisory services to 132 clients. The firm is staffed with 2300 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159127
SEC#801-72790
Assets Managed by Firm$47,001,314,000
No. of Clients132
No. of Advisors2300

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)

Firm Client Information

No. of ClientsAUM
Firm Total132$47,001,314,000

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