CRD: 283663
Bridge Capital Consulting, LLC
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-30-2016
- Office Locations
- 2
Office Locations
About Bridge Capital Consulting, LLC
Bridge Capital Consulting, LLC is a fee-only RIA serving individuals and families in Orange County, CA and the Puget Sound, WA area. The firm provides ongoing CFP/CRPC-led financial planning plus tax-aware portfolio design and management guided by an Investment Policy Statement, with ongoing monitoring, rebalancing, and tax-loss harvesting when appropriate. Custodied with SEI; portfolios lean heavily on ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 3 advisory representatives and 155 clients, or 51.7 clients per representative. That equates to $493.5K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
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- Investment Vehicles
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- Services
- Technology
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Owner & Executives
DANIEL ANTHONY PICHARDO
Chief Executive Officer, Founder, President
- CRD
- #5256800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GABRIEL LEWIS MEDINA
Wealth Management Advisor
- CRD
- #5319460
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,500,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $76,500,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bridge Capital Consulting, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.