Bridgeriver Advisors LLC

Overview

Bridgeriver Advisors LLC is a small, privately owned wealth advisory firm that serves individual and family clients, with additional advisory activity directed at small businesses. The firm operates on a percentage-of-assets fee model and combines portfolio management with insurance-brokerage services; an insurance-company affiliation is noted. The business is organized as an LLC and is run by an individual owner. Bridgeriver does not identify as an active ESG investor and does not appear to operate as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives