Bridges Capital LLC

RIASEC Registered

Total AUM

$252M

Discretionary

$89.7M

36% of AUM

Avg account

$2M

Accounts

127

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 297718
Registered since: February 9, 2023
Website: www.mycertifiedteam.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Other
Client types: Other Investment Advisers64.35%
HNWI22.14%
Investment Companies7.95%
Corporations / Businesses3.89%
Individuals1.67%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Bridges Capital LLC is an institutional RIA organized as an LLC that registered with the SEC in 2023. The firm is individually owned and serves both individual and family clients as well as institutional investors. Its stated advisory focus is portfolio management for individuals/small businesses and for investment companies, and the firm also lists accounting among its business activities. Fee arrangements are primarily a percentage of AUM with an additional "other" component noted. Bridges Capital does not identify as an active ESG investor.