BRIDGER FINANCIAL SERVICES, LLC

Overview

Bridger Financial Services, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients and functions as a capital allocator — offering portfolio management and selecting outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars or workshops. Billing is a mix of percentage-of-AUM, hourly fees, and fixed fees. Bridger does not position itself as an ESG-driven investor and is not registered as a multi-state adviser or pension consultant. The firm maintains an affiliation with an insurance company, which may influence product access and distribution, and it is not listed as a newly formed or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices