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. Ownership is held by an individual and the firm is classified in the dataset as "unclassified." The available records do not describe the firm's advisory services, client types, fee arrangements, or specific business activities. The firm is recorded as not acting as a capital allocator and not identifying as an active ESG investor. It is also noted as not being a multi-state adviser, not a pension consultant, and not a related adviser. The firm has not provided information about its activities or external affiliations to the source dataset.

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
  • Elizabeth Collins

    FinOpCRD 4714831

  • William Bennington

    William Bennington

    Managing DirectorCRD 2025454

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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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