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Bridge THE GAP Retirement Planners

Bridge THE GAP Retirement Planners. CRD 316508

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CRD: 316508

Bridge THE GAP Retirement Planners

Simi Valley, CA, 93065
8053049459
www.btgretirementplanners.com
$49.1M Total AUM
$49.1M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · JP Morgan · SSG
Clients
Retail
Platforms
LegacyEagle optima +more
Established Date
09-21-2021
Office Locations
2

Office Locations

2655 First Street, Suite 250 Simi Valley CA
-- Phoenix AZ

About Bridge THE GAP Retirement Planners

Bridge the Gap Retirement Planners is a fiduciary retirement-planning firm focused on serving retirees and near-retirees. Clients are supported by a two-CFP team and the firm caps its client roster to stay hands-on. Portfolios primarily use publicly traded funds (including ETFs) and core fixed-income/cash allocations. The team is affiliated with NAPFA and has been quoted in outlets such as MarketWatch and Yahoo Finance.

Team overview

33 AVG AGE
$24.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Meridian Pioneer Insight

Client Personas

Vector

Custodian

Element prime Value Beacon Unison element

Investment Themes

Radial pathway Optima Crest Momentum Pathway horizon

Investment Vehicles

Pathway Bridge

Services

Delta eagle Vital momentum Peak frontier Foundation unison Legacy Frontier crest

Technology

Pathway Peak wave Unison crest Signal Alpha

Owner & Executives

BRYAN SCOTT CURRY

BRYAN SCOTT CURRY

Chief Compliance Officer, Owner, Retirement Planner

CRD
#6276939
Ownership
50% but less than 75%
(400) 653-4429
signal.zenith@fusioncapital.com
in linkedin.com/in/value-fusion
ANDREW THOMAS GERHARTZ

ANDREW THOMAS GERHARTZ

Partner

CRD
#5825485
Ownership
50% but less than 75%
(305) 876-4659
bridge.foundation@frontiercapital.com
in linkedin.com/in/vertex-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $49,132,037 --
Non-Discretionary $0 --
Total $49,132,037 --

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Separately Managed Accounts

Total SMA Asset: $49,132,037

$49.1M Total SMA
Public Funds:
25.3%
Cash:
16.1%
Equity - Exchange:
11.9%
Municipal Bonds:
11.3%
U.S. Government/Agency:
35.4%
Asset class Assets Assets %
Public Funds $1,584,549,539 25.3%
Cash $1,008,349,706 16.1%
Equity - Exchange $745,301,957 11.9%
Municipal Bonds $707,723,707 11.3%
U.S. Government/Agency $2,217,116,746 35.4%
Total $6,263,041,655 100.0%

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