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| Bridgewater Asset Management LLC
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|
|---|---|
| CRD # | 169832 |
| SEC # | 801-108560 |
| CIK # | |
| AUM | $266.7 MM (2024-02-20) |
| Employees | 6 (83% Investors, 83% Brokers) |
| Phone | 636-536-9936 |
| Address | 16150 Main Circle Drive Chesterfield, MO 63017 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 58.2 |
| (b) Individuals (high net worth individuals) | 127 | 200.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.7 |
| (h) Charitable organizations | 5 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,161 | 266.7 |
| By Discretionary | ||
| Discretionary | 1,108 | 254.4 |
| Non-Discretionary | 53 | 12.3 |
| Total | 1,161 | 266.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 266.4 | |
| Total | 1,161 | 266.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
BCO Wealth Management LLC
✚
|
NM | 0.3 |
|
Bridge City Capital LLC
✚
|
OR | 0.3 |
|
Athena Investment Management
✚
|
CA | 0.3 |
|
Confidence Wealth Management LLC
✚
|
NV | 0.3 |
|
Dean Financial Services LLC
✚
|
OH | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Genesis Private Wealth LLC
✚
|
VA | 0.3 |
|
Stephenson and Company Inc
✚
|
CA | 0.3 |
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.3 |