CRD: 290871
Bridgford Wealth Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-29-2017
- Office Locations
- 1
Office Locations
About Bridgford Wealth Advisory, LLC
Bridgford Wealth Advisory provides retirement planning and investment management for family business and small business owners, with specialized guidance for agriculture-related real estate and farm advisory needs. The firm runs risk-based portfolios with an emphasis on dividend investing, fixed income, and options strategies, and often implements allocations using ETFs and public funds. Client access is supported via Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT MICHAEL BRIDGFORD
Owner, PRINCIPAL
- CRD
- #3176428
- Ownership
- 75% or more
MICHAEL SCOTT BRIDGFORD
Chairman, Chief Compliance Officer
- CRD
- #5356296
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,044,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,044,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,044,845
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $543,654,070 | 10.9% |
| Equity - Exchange | $349,135,641 | 7.0% |
| Public Funds | $1,730,715,250 | 34.7% |
| U.S. Government/Agency | $1,192,048,832 | 23.9% |
| Cash | $1,172,098,225 | 23.5% |
| Total | $4,987,652,018 | 100.0% |