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 a limited liability company that registered with the SEC in 2019 and is classified as a placement agent. The firm is individually owned and, on the regulatory snapshot, is not described as a capital allocator or an adviser that operates across multiple states. It does not identify itself as an active ESG investor, a pension consultant, or a related adviser. The dataset does not include detailed disclosures on client segments, fee arrangements, or specific advisory services.

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

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Recent M&A activity

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Recent filings

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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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