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 organized as a corporation and is listed as an SEC-registered entity since 2012. The ownership is recorded as individual ownership, and the firm is classified in the dataset as an investment bank rather than a traditional wealth manager or multi-state registered adviser. The profile on file does not indicate activity as a capital allocator, and the firm is not identified as an active ESG investor. The firm has not provided descriptive information about its business activities, advisory services, or client segments in the available dataset. Several regulatory flags in the record show it is not a multi-state adviser, not a pension consultant, and is not listed as a related adviser to another entity.

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

FINTRX

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