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BRIDGEPORT FINANCIAL SOLUTIONS
PHOENIX, AZ
877-411-2737
SEC #801-127630Total AUM
$1B
Employees
9Clients
921Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 N CENTRAL AVE
SUITE 1200
PHOENIX
AZ 85004
United States
SUITE 1200
PHOENIX
AZ 85004
United States
Operating Hours
8:00 AM - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
877-411-2737
Other Offices
7
Financials
Total AUM
$1B
Accounts
2,755Discretionary
$1B
Accounts
2,753Non-Discretionary
$10.8M
Accounts
2
Clients
Individual Clients
654AUM
$230.1M
HNW Individual Clients
241AUM
$679.4M
Pension/Profit Sharing Plan Clients
20AUM
$130.7M
Charitable Organization Clients
1AUM
$2.4M
Corporation or Business Clients
5AUM
$4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADVISORY FEES FROM THIRD PARTY MANAGERS
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
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Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.