Bridges Investment Management Inc

RIASEC RegisteredEst. 1999

Total AUM

$11.3B

Discretionary

$11B

97% of AUM

Avg account

$3.6M

Accounts

3,175

Employees

Advisory reps

Firm details

Headquarters: Omaha, Nebraska
CRD number: 108028
Registered since: December 9, 1999
Website: www.bridgesinv.com
Custodians: BRIDGES TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI46.06%
Charitable Organizations27.48%
Corporations / Businesses20.17%
Individuals3.36%
Investment Companies2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridges Investment Management Inc is an independent registered investment adviser incorporated in 1999 that positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm offers a range of advisory services that extend beyond basic portfolio management: financial planning, management of portfolios for individuals, pooled vehicles and investment companies, pension consulting, selection of other advisers, and client education through publications and workshops. It also sponsors and serves as GP/managing member of pooled investment vehicles, indicating an active role in structuring and operating private investment vehicles. Fee arrangements are flexible and include percentage-of-assets, hourly and fixed-fee arrangements, among other structures. The firm does not self-identify as an active ESG investor. Bridges was included in CNBC’s Top 100 Financial Advisory Firms list in 2020.