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 was registered with the U.S. Securities and Exchange Commission in 2012. Ownership is held by an individual rather than a corporate parent or institutional owner. Public disclosures in the provided dataset are sparse: the firm is classified as "unclassified," and there are no listed designations indicating multi-state advisory activity, ESG investing, pension consulting, or affiliation with a related adviser. Key operational details such as advisory activities, fee structure, client types, and business focus are not included in the source data, which limits the ability to characterize the firm's target clients or service model beyond its basic legal form and registration date.

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