CRD: 298563
Bridger Financial Services, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,170,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,170,900 | -- |
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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 |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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