CRD: 174840
Bridge Financial Planning, LLC
$100.4M Total AUM
$100.4M Disc. AUM
-- 3Y CAGR
2 Employees
104 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak frontier
- Established Date
- 06-29-2015
- Office Locations
- 2
Office Locations
-- -- --
-- Cruz Quebrada - Dafundo --
About Bridge Financial Planning, LLC
Bridge Financial Planning, LLC is an independent, fee-only RIA providing personalized financial planning and investment guidance for today’s professionals, business owners, and clients nearing or in retirement. The firm tailors planning and portfolio strategies to each client’s goals and coordinates business and personal financial needs where relevant. Serves clients nationwide; custody includes Charles Schwab.
Team overview
36 AVG AGE
$50.2M AVG AUM / ADVISOR
$965.6K AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vertex Delta horizon Optima Peak unison Momentum peak
Client Personas
Eagle Glacier zenith Ember quantum
Custodian
Horizon Beacon Pioneer optima Focus wave
Investment Themes
Peak wave Signal Unison peak Pathway Beacon
Investment Vehicles
Atlas signal
Platform
Glacier
Services
Focus Ridge Meridian quantum Bridge Atlas Prime ember Insight focus
Technology
Meridian
Owner & Executives
JENNIFER BRYSON HARPER
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4502181
- Ownership
- 75% or more
(261) 251-9108
element.catalyst@glaciercapital.com
in linkedin.com/in/vertex-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
J
JUSTIN HANS MCCURDY
Associate Financial Planner
- CRD
- #7006506
(423) 282-4713
crest.catalyst@peakcapital.com
in linkedin.com/in/wave-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,427,537 | $314,820 |
| Non-Discretionary | $0 | -- |
| Total | $100,427,537 | $314,820 |
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Separately Managed Accounts
Total SMA Asset: $100,427,537
Public Funds:
31.8% Equity - Exchange:
27.8% Cash:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,482,628,706 | 31.8% |
| Equity - Exchange | $2,170,348,366 | 27.8% |
| Cash | $3,154,031,439 | 40.4% |
| Total | $7,807,008,511 | 100.0% |