Bridgewood Advisors Inc.

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
158400
Registered since
January 6, 2012

Firm profile

FINTRX

Overview

Bridgewood Advisors Inc. is structured as an individually owned corporation that the firm classifies as an investment bank. It has been SEC-registered since 2012. The snapshot data indicate it does not present itself as a capital allocator and is not identified as an active ESG investor. The firm is not listed as a multistate adviser, a pension consultant, or as a related adviser to another registered entity. Public disclosures provide minimal detail on client types, fee arrangements, or day-to-day advisory activities; the record focuses on firm-level classifications and regulatory registration rather than investment strategy or product offerings.

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
  • Annette Knoll

    Annette Knoll

    Vice PresidentCRD 5611554

  • Robert Jansen

    Robert Jansen

    Managing DirectorCRD 5611590

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
111 E Wisconsin Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth