Bridgeworth LLC

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Assets, Funds, Holdings

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CAFR Data
Bridgeworth LLC
CRD #164100
SEC #801-76956
CIK #1691804
AUM $1.5 BB (100% Disc, 100% US, 2020-03-30)
Employees50 (100% Investors, 10% Brokers)
Phone205-208-8700
Address3800 Colonnade Parkway
Birmingham, AL 35243
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1455116487358229102010201320172021
Sector Issuer Cap ($MM) Value ($MM)
GBIL 20.0
VOO 19.4
VXF 9.5
BND 9.0
IVOO 8.9
SO 57,720.0 6.4
MINT 6.4
SPSB 6.2
SPY 6.1
VTI 6.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02017201820192020
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