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Building 2BRIDGEWAY FINANCIAL ADVISORS, LLC.

Map pinSAUSALITO, CA
Phone415-289-1024
NotebookSEC #801-56482
Total AUM
$26M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 HARBOR DRIVE, STE 106
SAUSALITO
CA 94965
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
415-289-1024

ReceiptFinancials

Total AUM
$26M
Accounts
150
Discretionary
$0
Accounts
0
Non-Discretionary
$26M
Accounts
150

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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