Bridgewood Advisors Inc.
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 158400
- Registered since
- January 6, 2012
- Website
- www.bridgewoodadvisors.com
Firm profile
FINTRXOverview
Bridgewood Advisors Inc. is structured as a corporation and has been registered with the SEC since 2012. The firm is owned by an individual and is listed in the data as an unclassified advisory entity rather than under a specialty label. The available records show limited operational detail: Bridgewood is not identified as a capital allocator, does not report active ESG investing, is not registered as a multi-state adviser, and is not described as a pension consultant or as a related adviser to another firm. The dataset does not include described business lines, client segments, fee arrangements, or advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Annette Knoll
Vice PresidentCRD 5611554

Robert Jansen
Managing DirectorCRD 5611590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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