Bridgford Wealth Advisory, LLC
Firm details
- Headquarters
- Rock Island, Illinois
- CRD number
- 290871
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.57%
- Individuals33.87%
- State / Municipal Government3.4%
- Charitable Organizations2.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bridgford Wealth Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its billing mix includes a percentage-of-AUM fee schedule and hourly charges. The firm does not identify as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities37%
- Exchange Traded Equities30%
- Public Funds/Mutual Funds30%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Scott Bridgford
Principal And Chief Compliance OfficerCRD 3176428
Contacts
1 of 1Michael Bridgford
AdministrativeCRD 5356296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rock Island, IL
Rock Island
Location
Rock Island, IL
Headquartered in Rock Island, IL, anchoring the Davenport-Moline, IA-IL metro in the Midwest.
- Metro area
- Davenport-Moline, IA-IL
- Region
- Midwest
- County
- Rock Island
- Address
- 1800 3rd Ave
- Time zone
- CT (UTC-6)
- Office locations
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