Bridgeport Financial Solutions

RIASEC Registered

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 independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration completed in 2023) and acts as a capital allocator for both individual/family and institutional clients. Its advisory platform combines comprehensive financial planning with portfolio management for individuals, small businesses, businesses or institutions, and includes services such as pension consulting, selection of other advisers, market-timing services, and educational seminars. Bridgeport charges a mix of percentage-of-AUM fees along with hourly, fixed, and other fee arrangements. The firm identifies as an active ESG investor and maintains affiliations across the financial ecosystem, including relationships with a broker-dealer, other investment advisers, accounting professionals, and an insurance company.