CRD: 283663
Bridge Capital Consulting, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Platform
Services
Technology
Owner & Executives
DANIEL ANTHONY PICHARDO
Chief Executive Officer, Founder, President
- CRD
- #5256800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing