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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bridgeport Financial Solutions LLC
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|---|---|
| CRD # | 325485 |
| SEC # | 801-127630 |
| CIK # | 0002031775 |
| AUM | $484.5 M (2025-03-28) |
| Employees | 11 (100% Investors, 9% Brokers) |
| Phone | 877-411-2737 |
| Address | 2700 N Central Ave Phoenix, AZ 85004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Microsoft Corp | 5.9 | ||
| Nvidia Corp | 4.7 | ||
| iShares Comex Gold Trust | 3.5 | ||
| Amazon Com Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 471.9 |
| (b) Individuals (high net worth individuals) | 0 | 12.7 |
| (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 | 1,572 | 484.5 |
| By Discretionary | ||
| Discretionary | 1,572 | 484.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,572 | 484.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 484.5 | |
| Total | 1,572 | 484.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031775] |
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|---|---|---|
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Guidance Point Advisors LLC
✚
|
0.5 | |
|
OLIO Financial Planning LLC
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|
VA | 0.5 |
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Hiltop Partners LLC
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IN | 0.5 |
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Herold Advisors Inc
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NY | 0.5 |
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Jackson Square Capital LLC
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CA | 0.5 |
|
Trinity Portfolio Advisors LLC
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TX | 0.5 |
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DB Fitzpatrick & Co Inc
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ID | 0.5 |
|
Global View Investment Advisors LLC
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SC | 0.5 |
|
Capital Investment Management Inc
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|
MO | 0.5 |
|
Paradigm Wealth Management LLC
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|
OH | 0.5 |