BRIDGEWATER JAMES LIMITED, LLC

Broker-DealerFINRA MemberEst. 2006
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 and has been SEC-registered since 2006. The firm is owned by an individual and is listed as an "Unclassified" adviser in the available records. Regulatory and profile flags in the dataset indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not newly formed. It is also not listed as a pension consultant or a related adviser. Publicly available summaries for this entity do not include details on client segments, fee schedules, or the specific advisory services and business activities the firm provides.

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ELIZABETH COLLINS

    FinOpCRD 4714831

  • WILLIAM BENNINGTON

    Managing DirectorCRD 2025454

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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