CRD: 298563
Bridger Financial Services, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
About Bridger Financial Services, LLC
Bridger Financial Services is a Temecula, CA RIA serving retail investors—often entrepreneurs and retirees—with financial planning and portfolio management centered on proactive tax planning and tax-efficient portfolio design. Portfolios commonly use mutual funds and ETFs alongside fixed income for diversified allocations. The firm supports major custodial platforms including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 182 clients, or 182 clients per representative. That equates to $220.7K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on January 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Bridger Financial Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Bridger Financial Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AARON WILLIAM JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4657083
- Ownership
- 75% or more
Duane Jay Johnson
Investment Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,170,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,170,900 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Bridger Financial Services, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.