$63.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
200 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท First Clearing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-2006
- Office Locations
- 1
Office Locations
40900 Woodward AVE STE 150 Bloomfield Hills MI
About Bridgeriver Advisors LLC
Bridgeriver Advisors LLC is a Bloomfield Hills-based RIA. The firm has been operating for 19 years. Managing $63.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and First Clearing. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$63.6M AVG AUM / ADVISOR
$318.0K AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Glacier zenith
Client Personas
Capital
Investment Themes
Unison zenith Wave harbor
Investment Vehicles
Vital
Services
Momentum Harbor Glacier
Owner & Executives
D
DANIEL PATRICK CASEY
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3266505
- Ownership
- 75% or more
(840) 790-8191
delta.horizon@atlascapital.com
in linkedin.com/in/insight-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $63,597,323 | -- |
| Total | $63,597,323 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,597,323
Equity - Exchange:
53.2% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,426,670,431 | 53.2% |
| Cash | $3,894,138,650 | 46.8% |
| Total | $8,320,809,081 | 100.0% |