CRD: 298134
Bridge Financial Strategies
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- Custodian
- Charles Schwab & Company · JP Morgan · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2018
- Office Locations
- 1
Office Locations
About Bridge Financial Strategies
Bridge Financial Strategies, LLC is a Scottsdale, AZ RIA combining tax planning and comprehensive wealth management with investment management, legacy planning, and insurance strategy. The firm is tailored to individuals and families nearing retirement, including divorced/divorcing women and busy professionals. Portfolios are primarily implemented with ETFs and public funds, and the practice custodians with Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JULIE ANN KERN
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4592242
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARTHA GABRIELA PRIETO HERNANDEZ
--
- CRD
- #7380929
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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