Bridge Alternatives Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Lake Forest, Illinois
CRD number
298625
Registered since
June 19, 2019

Firm profile

FINTRX

Overview

Bridge Alternatives Securities, LLC is a limited liability company registered with the SEC in 2019 and classified as a placement agent. FINTRX identifies the firm as owner-type "Individual" and does not list it as a capital allocator or as a related adviser. The dataset indicates the firm is not an active ESG investor, not a multi-state adviser, and not a pension consultant. The record does not include descriptions of specific business lines, advisory services, client types, fee schedules, or markets served. As a placement agent by classification, the firm’s primary function would be expected to involve capital raising or distribution for private managers, but FINTRX does not provide detail on target investor types, fund specialties, or placement mandates for Bridge Alternatives Securities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sharon Jones

    Sharon Jones

    Chief Compliance OfficerCRD 3124470

Contacts

3 of 5
  • Brian Walls

    Brian Walls

    Managing PartnerCRD 1587292

  • Keith Johnson

    Keith Johnson

    Managing DirectorCRD 2528355

  • Ryan Duncan

    Ryan Duncan

    Managing Partner and Co-FounderCRD 4548906

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lake Forest, IL

Lake

Location

Lake Forest, IL

Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
840 S Waukegan Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth