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Building 2BRIDGELIGHT FINANCIAL ADVISORS, INC

Map pinSHELTON, CT
Phone203-795-7080
NotebookSEC #801-134346
Total AUM
$150.8M
Employees
3
Clients
246

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 ENTERPRISE DRIVE, SUITE 405
SHELTON
CT 06484
United States
Operating Hours
8:30-5
Monday - Friday
Phone
203-795-7080

ReceiptFinancials

Total AUM
$150.8M
Accounts
718
Discretionary
$148.8M
Accounts
714
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
210
AUM
$89.7M
HNW Individual Clients
36
AUM
$61M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
COLLEGE PLANNING - PROVIDE ADVICE ON CASH FLOW AND PORTFOLIO MANAGEMENT FOR PARENTS OF COLLEGE BOUND STUDENTS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CTFLNHNY

HandshakeAffiliates

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

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