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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- LegacyCrest +more
- Established Date
- 10-26-2010
- Office Locations
- 1
Office Locations
About Bridgelight Capital LLC
BridgeLight Capital (Scottsdale, AZ) provides tailored private wealth management for high-net-worth individuals and families, with an emphasis on multigenerational planning. The firm integrates portfolio strategy with tax, estate, trust, and exit planning, and can incorporate philanthropic goals. Public profile data indicates portfolios are largely ETF- and public-fund based, often custodied at Schwab or Fidelity.
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Owner & Executives
GARY TODD STRINGER
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #2374809
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KENNETH ROY BLACKBURN
Manager
- CRD
- #1200707
SHAUN ELIZABETH BRACKEN
Financial Advisor
- CRD
- #1079685
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,364,716 | $344,355 |
| Non-Discretionary | $0 | -- |
| Total | $136,364,716 | $344,355 |
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Separately Managed Accounts
Total SMA Asset: $136,364,716
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $887,984,248 | 25.4% |
| Public Funds | $772,616,216 | 22.1% |
| Cash | $332,120,093 | 9.5% |
| Municipal Bonds | $828,552,232 | 23.7% |
| U.S. Government/Agency | $674,728,189 | 19.3% |
| Total | $3,496,000,978 | 100.0% |