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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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