Bridge Capital Consulting, LLC

RIASEC Registered

Total AUM

$76.5M

Discretionary

$74.5M

97% of AUM

Avg account

$253K

Accounts

302

Employees

4

Advisory reps

2

Firm details

Headquarters: Newport Beach, California
CRD number: 283663
Website: bridgecapitalconsulting.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.78%
Individuals36.6%
Corporations / Businesses1.31%
Pension & Profit Sharing Plans0.98%
Charitable Organizations0.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridge Capital Consulting, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, and it conducts due diligence and selection of other advisers when appropriate. Its fee model includes AUM-based fees, hourly charges and fixed fees. Bridge Capital identifies as a capital allocator, using third-party managers for parts of its investment program, and it does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Investment Grade Corp Bonds10%
State & Local Bonds7%
US Government Bonds6%
Public Funds/Mutual Funds6%

Owners & executives

1 of 1

Daniel Pichardo
Founder & CEOCRD 5256800

Contacts

1 of 1

Gabriel Medina
Wealth Management AdvisorCRD 5319460

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Orange
Address: 4343 Von Karman Ave
Time zone: PT (UTC-8)
Office locations

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