BRIDGEWATER ADVISORY GROUP LLC

RIASEC Registered

Total AUM

$49.7M

Discretionary

$49.7M

100% of AUM

Avg account

$264K

Accounts

188

Employees

4

Advisory reps

2

Firm details

Headquarters: CRYSTAL CITY, Missouri
CRD number: 327259
Website: www.bridgewater-ag.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73%
Individuals26.54%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridgewater Advisory Group LLC is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Bridgewater acts as a capital allocator in its client relationships and charges fees by percentage of assets under management, hourly rates, and fixed fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds82%
Exchange Traded Equities15%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

ETHAN BRIDGEWATER
Chief Compliance OfficerCRD 6011024

Contacts

1 of 1

TERRENCE BRIDGEWATER
PrincipalCRD 4218516

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CRYSTAL CITY, MO

JEFFERSON

Location

CRYSTAL CITY, MO

Headquartered in CRYSTAL CITY, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: JEFFERSON
Address: 6 Waggener Industrial Ct
Time zone: CT (UTC-6)
Office locations

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