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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 01-23-2014
- Office Locations
- 2
Office Locations
About Bridgewater Asset Management LLC
Bridgewater Asset Management, LLC is a Missouri-based advisory firm serving individuals, small businesses, and nonprofits. The team builds tailored financial strategies and stays engaged through life transitions, combining financial planning with portfolio construction and ongoing investment management. Investment use includes public funds and ETFs within asset-allocation and risk-management approaches. Common platforms include Schwab and LPL.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FRANCIS BALICE
Chief Compliance Officer, Managing Member
- CRD
- #2466576
- Ownership
- Less than 5%
THOMAS LAKE ROSS
Founding Partner
- CRD
- #2384765
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Andrew Robert Balice
--
- CRD
- #7926318
JOSEPH PATRICK GRIFFARD
Wealth Advisor
- CRD
- #2195324
Optima insight
Catalyst meridian alpha
- CRD
- #85855
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,244,496 | $321,916 |
| Non-Discretionary | $278,208 | $69,552 |
| Total | $350,522,704 | $320,991 |
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Separately Managed Accounts
Total SMA Asset: $350,522,704
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,303,649,603 | 27.9% |
| Equity - Exchange | $2,611,971,785 | 55.9% |
| Cash | $756,957,834 | 16.2% |
| Total | $4,672,579,222 | 100.0% |