Bridgeport Financial Solutions

Overview

Bridgeport Financial Solutions is an LLC that registered with the SEC in 2023 and operates as an insurance broker-dealer that also functions as a capital allocator. Its client mix includes high-net-worth individuals and families as well as institutional clients. The firm charges a mix of percentage-of-AUM fees plus hourly and fixed fees, and provides a broad set of advisory services that span financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, pension consulting services, market timing services and educational seminars. Investment behavior shows an active ESG stance and a preference for public funds/mutual funds within client portfolios. The firm maintains industry relationships across broker-dealers, other investment advisers, accounting firms and insurance companies, reflecting a hybrid advisory and distribution role that combines wealth management with insurance capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices