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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 11 offices throughout the country.

BRIDGE INVESTMENT GROUP is a Sandy, Utah based Financial Planning firm with nearly $43,318,716,000 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 2250 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159127
SEC# 801-72790
Assets Managed by Firm $43,318,716,000
No. of Clients 122
No. of Advisors 2250

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total122$43,318,716,000
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