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 has been SEC-registered as an investment adviser since 2012. The firm is owned by an individual and is categorized in the source data as "unclassified." Available disclosures are minimal: the firm is not listed as a capital allocator, does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not presented as a pension consultant or related adviser. The firm did not provide descriptions of its client segments, fee schedules, core business activities, or advisory offerings in the source record. The limited public detail is consistent with either a very small, boutique advisory operation or an entity that maintains minimal reporting outside basic registration information.

Assets & Accounts

Location & Offices

Investment profile

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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

    Vice PresidentCRD 5611554

  • ROBERT JANSEN

    Managing DirectorCRD 5611590

Wealth teams

FINTRX

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