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Building 2BRIDGEVIEW CAPITAL ADVISORS, INC.

Map pinEL DORADO HILLS, CA
Phone916-235-6857
NotebookSEC #801-136584
Total AUM
$114.1M
Employees
2
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS
CA 95762
United States
Operating Hours
9AM - 5PM
BY APPOINTMENT
Phone
916-235-6857

ReceiptFinancials

Total AUM
$114.1M
Accounts
431
Discretionary
$26.4M
Accounts
113
Non-Discretionary
$87.7M
Accounts
318

ContactClients

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Individual Clients
111
AUM
$28.7M
HNW Individual Clients
44
AUM
$84.8M
Corporation or Business Clients
1
AUM
$680.3K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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