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| Bridge Advisory LLC
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|
|---|---|
| CRD # | 148282 |
| SEC # | 801-69681 |
| CIK # | 0001847956 |
| AUM | $460.4 MM (2023-01-19) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 626-795-3062 |
| Address | 123 S Marengo Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PHYS | 12.4 | ||
| AAPL | 2,382,844.0 | 7.1 | |
| PCN | 536.5 | 6.9 | |
| PDT | 680.4 | 5.3 | |
| QQQX | 997.9 | 3.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 119.0 |
| (b) Individuals (high net worth individuals) | 175 | 341.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,576 | 460.4 |
| By Discretionary | ||
| Discretionary | 1,476 | 428.5 |
| Non-Discretionary | 100 | 31.9 |
| Total | 1,576 | 460.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.4 | |
| Total | 1,576 | 460.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001847956] |
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