Bridge Financial Strategies

Overview

Bridge Financial Strategies is an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. It also lists accounting as a business activity, and charges clients through a blend of percentage-of-AUM fees and fixed fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices