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| Bridgeview Capital Advisors Inc
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|
|
|---|---|
| CRD # | 6290 |
| SEC # | 801-136584 |
| CIK # | |
| AUM | $114.1 M (2026-06-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-235-6857 |
| Address | 5170 Golden Foothill Parkway El Dorado Hills, CA 95762 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 28.7 |
| (b) Individuals (high net worth individuals) | 44 | 84.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 431 | 114.1 |
| By Discretionary | ||
| Discretionary | 113 | 26.4 |
| Non-Discretionary | 318 | 87.7 |
| Total | 431 | 114.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.1 | |
| Total | 431 | 114.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Palladiem LLC
✚
|
PA | 0.1 |
|
Regal Bay Investment Group LLC
✚
|
WI | 0.1 |
|
Engleson & Associates Inc
✚
|
NY | 0.1 |
|
ABRI LLC
✚
|
KY | 0.1 |
|
SERA Capital Management Limited Liability Company
✚
|
MD | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Skloff Aaron
✚
|
0.1 | |
|
Point B Planning LLC
✚
|
NY | 0.1 |
|
Financial Planning First LLC
✚
|
AZ | 0.1 |
|
Finamex Asset Management LLC
✚
|
TX | 0.1 |