Bridge Alternatives Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Lake Forest, Illinois
CRD number
298625
Registered since
June 19, 2019

Firm profile

FINTRX

Overview

Bridge Alternatives Securities, LLC is organized as a limited liability company and is recorded as operating as a placement agent under individual ownership. The firm’s profile in FINTRX identifies it primarily in an intermediary role rather than as a capital allocator or advisory manager. Fields for business activities and advisory services were not populated in the available record. The profile indicates the firm is not an active ESG investor, not a multi-state adviser, not a newly formed adviser, and is not identified as a pension consultant or related adviser. Beyond its classification as a placement agent, there is no additional descriptive activity or affiliation information provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sharon Jones

    Sharon Jones

    Chief Compliance OfficerCRD 3124470

Contacts

3 of 5
  • Brian Walls

    Brian Walls

    Managing PartnerCRD 1587292

  • Keith Johnson

    Keith Johnson

    Managing DirectorCRD 2528355

  • Ryan Duncan

    Ryan Duncan

    Managing Partner and Co-FounderCRD 4548906

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Forest, IL

Lake

Location

Lake Forest, IL

Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
840 S Waukegan Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth