BRIDGFORD WEALTH ADVISORY, LLC

Overview

Bridgford Wealth Advisory, LLC is an independently owned registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on advice and portfolio management for individuals, families and small-business owners, offering financial planning alongside discretionary portfolio management. Its fee model mixes an assets-under-management percentage with hourly charges. Bridgford does not identify as an active ESG investor, is not structured as a multi-state advisor, and does not serve as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices