BRIDGEPORT FINANCIAL SOLUTIONS
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
FINTRXOverview
Bridgeport Financial Solutions is a privately held limited liability company that operates as an insurance broker-dealer and registered investment adviser. The firm registered with the SEC in 2023 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, market-timing services and educational seminars. The firm acts as a capital allocator and reports using a combination of fee models — percentage of assets under management, hourly fees and fixed fees among others. Bridgeport identifies as an active ESG investor, indicating environmental, social and governance factors are part of its investment approach. It maintains affiliations across the industry, including broker-dealer, other investment adviser, accounting and insurance relationships.
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 Funds67%
- Exchange Traded Equities14%
- Cash & Cash Equivalents9%
- Other4%
- US Government Bonds2%
Owners & executives
3 of 3AMY WEBBER
Chief Executive OfficerCRD 1812670
STEPHEN YOUHN
Chief Compliance OfficerCRD 1414691
SETH MILLER
Executive Vice President, General Counsel, and Chief Risk OfficerCRD 5495508
Contacts
3 of 18EDDIE ROLLINS
Managing DirectorCRD 1523500
Justin Zeimet
SupervisorCRD 6938001
Avangeline Subsin
Relationship AdvisorCRD 6595794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 151Active vs passive
$273M in ETFs
68%
$185M
29%
$88.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $30.6M | 46,801 | 11.20% |
Location
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2700 N Central Ave
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
BROOKWOOD INVESTMENT GROUP
RIAPHOENIX, AZ
CLAREMONT CAPITAL MANAGEMENT, LLC
RIAPHOENIX, AZ
CURAFIN ADVISORS
RIAPHOENIX, AZ
AWM CAPITAL, LLC
RIAPHOENIX, AZ
WINDSOR CAPITAL MANAGEMENT, LLC
RIAPHOENIX, AZ
L. ROY PAPP & ASSOCIATES, LLP
RIAPHOENIX, AZ