BRIDGE CAPITAL CONSULTING, LLC

RIASEC Registered

Total AUM

$76.5M

Discretionary

$74.5M

97% of AUM

Avg account

$253K

Accounts

302

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 283663
Website: bridgecapitalconsulting.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.78%
Individuals36.6%
Corporations / Businesses1.31%
Pension & Profit Sharing Plans0.98%
Charitable Organizations0.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridge Capital Consulting, LLC is an independent registered investment adviser that serves individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and selects outside managers on clients' behalf. It operates as a capital allocator — sourcing and placing client capital with third-party managers in addition to managing publicly traded holdings directly. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Bridge Capital does not self-identify as an active ESG investor and is not positioned as a multi-state adviser in its filing.