CRD: 325485
Bridgeport Financial Solutions
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-2023
- Office Locations
- 7
Office Locations
About Bridgeport Financial Solutions
BridgePort Financial Solutions is an SEC-registered RIA providing relationship-driven financial planning and investment recommendations for individual clients, supported by modern technology and customized portfolio construction. The firm also offers solutions and support resources for advisors focused on client outcomes. Investment implementation spans public funds, including ETFs and mutual funds, with an asset-allocation approach; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
COLLEEN MCGUIRE BELL
Advisor, DIRECTOR, Manager, President
- CRD
- #5077188
- Ownership
- Less than 5%
Richard Henry Kuhlman
Chief Legal Officer, Financial Advisor, General Partner, SENIOR VICE PRESIDENT
- CRD
- #7076563
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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ALLISON ELIZABETH CONLON
--
- CRD
- #5072510
Kole Denning Cook
Client Services Consultant
- CRD
- #7258321
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,035,578,664 | $376,164 |
| Non-Discretionary | $10,821,229 | $5,410,615 |
| Total | $1,046,399,893 | $379,818 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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