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
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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 15%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%82%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth