Bridgewater Advisory Group LLC
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
FINTRXOverview
Bridgewater Advisory Group LLC is an independent, individually owned registered investment adviser operating as a limited liability company and focused on serving individual and family clients. The firm bills through a mix of asset-based fees, hourly charges and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Bridgewater acts as a capital allocator and reports an affiliation with an accountant, suggesting coordination with tax or accounting professionals. The firm does not characterize itself as an active ESG investor and is not set up as a multistate advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities15%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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