|
⚲
|
| Bridge Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 174840 |
| SEC # | 801-130662 |
| CIK # | |
| AUM | $74.0 MM (2024-06-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 423-933-2722 |
| Address | Av Marginal, 14, 3 Dto Cruz Quebrada Dafundo, Portugal |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 11.7 |
| (b) Individuals (high net worth individuals) | 24 | 62.1 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 275 | 74.0 |
| By Discretionary | ||
| Discretionary | 275 | 74.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 275 | 74.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 73.1 | |
| Total | 275 | 74.0 |
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|---|---|---|
|
Zenith Solutions Inc
✚
|
PA | 0.1 |
|
FAMA Fiduciary Wealth LLC
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|
NY | 0.1 |
|
Virtus Financial Partners LLC
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FL | 0.1 |
|
Lee Investment Management LLC
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NY | 0.1 |
|
VORA Wealth Management PLLC
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AZ | 0.1 |
|
Apforia Ltd
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VA | 0.1 |
|
Castle Rock Investment Company
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|
CO | 0.1 |
|
Canterbury Investment Management LLC
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|
IN | 0.1 |
|
BONE FIDE Wealth LLC
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|
NY | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |