BRIDGELANE FINANCIAL

RIASEC Registered

Total AUM

$2.3M

Discretionary

$850K

36% of AUM

Avg account

$467K

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 299091
Website: www.bridgelanefinancial.com
Custodians: PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses63.56%
Individuals36.44%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridgelane Financial is a small, independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm combines financial planning and portfolio management for individuals and small businesses with services that include pension consulting and the selection of outside advisers. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used—and the firm identifies as an active ESG investor, suggesting environmental, social and governance factors are integrated into at least some client mandates. Investment activity centers on listed equities and exchange-traded products, with the firm expressing a clear preference for equities in managed accounts. Given the firm’s size and client count, portfolio construction appears tailored and concentrated rather than highly diversified across thousands of households. Bridgelane Financial also acts as a third-party allocator into alternatives—most notably real estate—and uses mutual funds as part of its public markets exposure.