Bridgeriver Advisors LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 142501
- Website
- bridgeriverllc.com
- Custodians
- FIRST CLEARING, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.55%
- HNWI31.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bridgeriver Advisors LLC is a small, individual-owned RIA focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves an individual and family client base. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting. The firm has an affiliation with an insurance company and lists its primary advisory activity as portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Daniel Casey
Registered Investment Adviser RepresentativeCRD 3266505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 40900 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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