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| Bridgeport Financial Solutions LLC
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|---|---|
| CRD # | 325485 |
| SEC # | 801-127630 |
| CIK # | 0002031775 |
| AUM | 1,046.4 M (2026-06-22) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 877-411-2737 |
| Address | 2700 N Central Ave Phoenix, AZ 85004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.5 | ||
| Nvidia Corp | 5.9 | ||
| Alphabet Inc | 5.2 | ||
| Microsoft Corp | 4.8 | ||
| Alphabet Inc | 4.5 | ||
| iShares Comex Gold Trust | 4.0 | ||
| Pfizer Inc | 3.7 | ||
| Amazon Com Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 654 | 230.1 |
| (b) Individuals (high net worth individuals) | 241 | 679.4 |
| (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 | 20 | 130.7 |
| (h) Charitable organizations | 0 | 2.4 |
| (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 | 5 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,755 | 1,046.4 |
| By Discretionary | ||
| Discretionary | 2,753 | 1,035.6 |
| Non-Discretionary | 2 | 10.8 |
| Total | 2,755 | 1,046.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,046.4 | |
| Total | 2,755 | 1,046.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031775] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 105 |
| Serves | Institutional, Retail, Research |
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