BRIDGE ALTERNATIVES SECURITIES, LLC.

Broker-DealerFINRA MemberEst. 2019
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 appears on SEC records with registration dating to 2019. Ownership is listed as an individual; regulatory classification in the FINTRX snapshot is "unclassified." The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX does not list multi-state adviser status, pension consulting, or related-adviser relationships for the firm. Specific advisory activities, client types, fee schedules and investment preferences are not provided in the profile data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Ryan Duncan

    Managing Partner and Co-FounderCRD 4548906

  • Sharon Jones

    CCOCRD 3124470

  • Michael Kennedy

    PartnerCRD 2461112

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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