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Building 2BRIDGEWAY WEALTH PARTNERS, LLC

Map pinNEW YORK, NY
Phone212-729-7908
NotebookSEC #801-114569
Total AUM
$146.7M
Employees
11
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 LEXINGTON AVENUE
9TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-729-7908
Other Offices
1

ReceiptFinancials

Total AUM
$146.7M
Accounts
516
Discretionary
$140.6M
Accounts
500
Non-Discretionary
$6.1M
Accounts
16

ContactClients

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HNW Individual Clients
500
AUM
$140.6M
Pooled Vehicle Clients
4
AUM
$5M
Investment Advisor Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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