Bridgeport Financial Solutions

RIASEC Registered

Total AUM

$1B

Discretionary

$1B

99% of AUM

Avg account

$380K

Accounts

2,755

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 325485
Registered since: April 10, 2023
Website: www.bridgeport.financial
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI64.92%
Individuals21.99%
Pension & Profit Sharing Plans12.49%
Corporations / Businesses0.38%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridgeport Financial Solutions is an independent registered investment adviser organized as an LLC that began SEC registration in 2023. The firm acts as a capital allocator for both individual and institutional clients, offering a mix of portfolio management and financial planning services alongside advisor-selection and pension consulting capabilities. Fee arrangements include assets-under-management charges as well as hourly and fixed-fee engagements. The firm also runs educational seminars and provides market-timing services. Bridgeport identifies as an active ESG investor, which is reflected in its stated investment preferences and manager selection process.