CRD: 327259
Bridgewater Advisory Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex timberValue unison +more
- Established Date
- 12-15-2023
- Office Locations
- 1
Office Locations
About Bridgewater Advisory Group LLC
Bridgewater Advisory Group is a state-registered RIA (MO/TX) founded in 1993 providing personalized financial planning and ongoing investment guidance for individuals and families, including business owners. Led by a CPA principal and a CFP/ChFC advisor/CCO, the firm builds portfolios primarily with ETFs and mutual funds and supports clients via a RightCapital WealthHub portal; custody includes Schwab.
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Owner & Executives
ETHAN MICHAEL BRIDGEWATER
Chief Compliance Officer, Financial Advisor
- CRD
- #6011024
- Ownership
- 50% but less than 75%
TERRENCE STUART BRIDGEWATER
Financial Advisor, PRINCIPAL
- CRD
- #4218516
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,666,856 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,666,856 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,666,856
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,608,183,561 | 21.9% |
| Equity - Exchange | $1,740,363,032 | 23.7% |
| Cash | $2,261,737,611 | 30.8% |
| Corporate - Investment Grade | $1,733,019,729 | 23.6% |
| Total | $7,343,303,933 | 100.0% |