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Building 2BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC

Map pinBETHESDA, MD
Phone301-656-1200
NotebookSEC #801-71137
Total AUM
$894.1M
Employees
36
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7475 WISCONSIN AVENUE
SUITE 600
BETHESDA
MD 20814
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
301-656-1200
Other Offices
1

ReceiptFinancials

Total AUM
$894.1M
Accounts
2,386
Discretionary
$862.1M
Accounts
2,358
Non-Discretionary
$31.9M
Accounts
28

ContactClients

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HNW Individual Clients
577
AUM
$938M
Charitable Organization Clients
3
AUM
$16.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLLAMDNENJNYPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

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