T
$7.1M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-2009
- Office Locations
- 1
Office Locations
-- Blythewood SC
About THE Bridge Financial Advisors
THE Bridge Financial Advisors is a Blythewood-based RIA. The firm has been operating for 17 years. Managing $7.1M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$714.4K AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TODD E HENNING
President, Vice President of Sales
- CRD
- #1513407
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,266,183 | -- |
| Non-Discretionary | $878,242 | -- |
| Total | $7,144,425 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing