Bridgewater James Limited, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Belvedere, California
CRD number
140205
Registered since
August 30, 2006

Firm profile

FINTRX

Overview

Bridgewater James Limited, LLC is organized as a limited liability company under individual ownership. Publicly available profile fields are sparse: the firm is classified as unclassified and does not appear as a capital allocator or pension consultant. It is not identified as an active ESG investor, not listed as a multi-state adviser, and is not marked as a newly formed adviser. No information about advisory activities, fee schedules, or client segments was provided. The absence of detailed disclosures in the source dataset limits visibility into the firm's investment strategy, product mix, or target client base.

Assets & Accounts

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

Contacts

2 of 2
  • William Bennington

    William Bennington

    Managing DirectorCRD 2025454

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Belvedere, CA

Marin

Location

Belvedere, CA

Headquartered in Belvedere, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
15 Bayview Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth