|
⚲
|
| Bridgewater Asset Management LLC
✚
|
|
|---|---|
| CRD # | 169832 |
| SEC # | 801-108560 |
| CIK # | |
| AUM | $242.6 MM (2023-03-08) |
| Employees | 7 (71% Investors, 71% Brokers) |
| Phone | 636-536-9936 |
| Address | 16150 Main Circle Drive Chesterfield, MO 63017 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 54.0 |
| (b) Individuals (high net worth individuals) | 134 | 183.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.4 |
| (h) Charitable organizations | 5 | 3.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,117 | 242.6 |
| By Discretionary | ||
| Discretionary | 1,070 | 231.4 |
| Non-Discretionary | 47 | 11.2 |
| Total | 1,117 | 242.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 242.5 | |
| Total | 1,117 | 242.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |
|
Alveo Wealth Management LLC
✚
|
FL | 0.2 |
|
Bison Creek Wealth Management LLC
✚
|
VA | 0.2 |
|
Perritt Capital Management Inc
✚
|
IL | 0.2 |
|
Planning Strategies Inc
✚
|
PA | 0.2 |
|
Abbot Financial Management Inc
✚
|
MA | 0.2 |
|
Tallwoods Partners LLC
✚
|
IL | 0.2 |
|
Tradewinds LLC
✚
|
NC | 0.2 |
|
Plan Group Financial Inc
✚
|
OK | 0.2 |
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.2 |