National Retirement Planning Experts

National Coverage
Local Professionals

BRIDGE INVESTMENT GROUP

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

Need a Financial Advisor?
Compare Vetted Advisors

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

More Retirement Planning firms in Sandy, Utah:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
$26,663,066,90723790
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
$8,777,551,7353353917
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400
St. George, UT, 84770
$6,821,969,061388472
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
$6,672,033,386196324
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
$6,316,870,9741853

Explore More Retirement Advisors in Sandy, Utah