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Building 2BRIDGEWEALTH ADVISORY GROUP, LLC

Map pinFRESNO, CA
Phone(559) 432-6100
NotebookSEC #801-112758
Total AUM
$868.9M
Employees
10
Clients
794

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
986 WEST ALLUVIAL AVE.
SUITE 101
FRESNO
CA 93711
United States
Operating Hours
7:30 AM- 4:30 PM
Monday - Friday
Phone
(559) 432-6100

ReceiptFinancials

Total AUM
$868.9M
Accounts
2,338
Discretionary
$868.9M
Accounts
2,338
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
553
AUM
$136M
HNW Individual Clients
170
AUM
$551.2M
Pension/Profit Sharing Plan Clients
25
AUM
$41.8M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
45
AUM
$137.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLANHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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