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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Crest pioneerMatrix summit
- Established Date
- 11-06-2017
- Office Locations
- 1
Office Locations
About Bridgeport Asset Management, Llc.
Bridgeport Asset Management, LLC is a Madison, WI RIA led by William J. Walsh (RICP, APMA). The firm provides discretionary and non-discretionary investment management and stand-alone advice, using risk-based, in-house model portfolios and diversified holdings that often include ETFs, mutual funds, stocks and bonds. Strong retirement-income focus: Social Security and pension decisions plus tax- and Medicare-aware income planning. Custody includes Pershing and Altruist.
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WILLIAM JOSEPH WALSH
Investment Advisor
- CRD
- #2719107
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,762,042 | -- |
| Non-Discretionary | $5,597,057 | -- |
| Total | $30,359,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,359,099
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,127,887,538 | 43.9% |
| Cash | $3,997,141,023 | 56.1% |
| Total | $7,125,028,561 | 100.0% |