CRD: 108028
Bridges Investment Management INC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-09-1999
- Office Locations
- 1
Office Locations
About Bridges Investment Management INC
Bridges Investment Management (Bridges Trust) provides customized wealth and investment management for clients focused on long-term, multi-generational planning. The firm builds portfolio strategies across fixed income, public equities and, when appropriate, alternatives such as private equity, private credit and private real estate. Founded in 1945 as Nebraska's first registered investment advisor, it combines institutional-caliber capabilities with a relationship-driven, transparent approach; custody includes Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and June 30, 2026, reported AUM increased 8.9%, from $10.4B to $11.3B.
Across 5 reported observations, AUM increased 29.4% between August 22, 2022 and June 30, 2026, from $8.7B to $11.3B.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 30 advisory representatives and 1,909 clients, or 63.6 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL GRAHAM APP
Advisor, DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #2196553
- Ownership
- Less than 5%
Riley N Hickman
CHIEF OPERATING OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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BRENDA LEANN ANDERSON
Client Service Manager
- CRD
- #3189605
BRETT ALAN BECKER
Vice President of Business Development
- CRD
- #6307181
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,967,697 | $3,497,923 |
| Non-Discretionary | $306,586,203 | $10,219,540 |
| Total | $11,307,553,900 | $3,561,434 |
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Separately Managed Accounts
SMA allocation detail is available
Bridges Investment Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Bridges Investment Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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