Bridges Investment Management Inc
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 108028
- Registered since
- December 9, 1999
- Website
- www.bridgesinv.com
- Custodians
- BRIDGES TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI46.06%
- Charitable Organizations27.48%
- Corporations / Businesses20.17%
- Individuals3.36%
- Investment Companies2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bridges Investment Management Inc is an independent, SEC-registered advisory firm (registered in 1999) that operates as a capital allocator for both individual/family and institutional clients. It offers comprehensive advisory services including financial planning and portfolio management across individuals, pooled vehicles, investment companies and businesses, along with pension consulting, manager selection, periodic publications and educational seminars. The firm uses a mix of fee arrangements (percentage of AUM, hourly and fixed fees) and is not listed as an active ESG investor. Bridges was named among CNBC’s Top 100 Financial Advisory Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents8%
- Other6%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
3 of 4
Riley Hickman
Chief Operating OfficerCRD 2395486
Nicholas Wilwerding
President and Chief Operating OfficerCRD 5178185
Jack Holmes
Chief Investment OfficerCRD 5052193
Contacts
3 of 30
Marietta Luellen
Executive Vice PresidentCRD 7830318
Daniel Podpeskar
Research AnalystCRD 6909159
Jared Garner
Client Service ManagerCRD 8226658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$1.9B in ETFs
100%
$1.9B
<1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $450M | 5,830,885 | 23.50% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 13333 California St
- Time zone
- CT (UTC-6)
- Office locations
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