Bridgeport Financial Solutions

RIASEC RegisteredEst. 2023

Total AUM

$1B

Discretionary

$1B

99% of AUM

Avg account

$380K

Accounts

2,755

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 325485
Registered since: April 10, 2023
Website: www.bridgeport.financial
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI64.92%
Individuals21.99%
Pension & Profit Sharing Plans12.49%
Corporations / Businesses0.38%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bridgeport Financial Solutions is an SEC-registered limited liability company that began registration in 2023 and operates as a capital allocator to both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management services across households, small businesses and institutions, plus pension consulting and adviser-selection support. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Bridgeport also runs educational seminars and offers market timing services. The firm reports being an active ESG investor and maintains industry ties to broker-dealers, other investment advisers, accounting firms and insurance companies.