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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) |
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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
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|
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 |