BRIDGE THE GAP RETIREMENT PLANNERS
Firm details
- Headquarters
- SIMI VALLEY, California
- CRD number
- 316508
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.49%
- Individuals16.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bridge The Gap Retirement Planners is an independent, owner-operated LLC that provides financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm charges fees as a percentage of assets under management and also offers fixed-fee engagements. Its advisory scope is concentrated on individual and family wealth rather than institutional or pension consulting, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents12%
- Exchange Traded Equities4%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
2 of 2BRYAN CURRY
OwnerCRD 6276939
ANDREW GERHARTZ
PartnerCRD 5825485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIMI VALLEY, CA
VENTURA
Location
SIMI VALLEY, CA
Headquartered in SIMI VALLEY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2655 1st St
- Time zone
- PT (UTC-8)
- Office locations
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