BRIDGES INVESTMENT MANAGEMENT INC

RIASEC RegisteredEst. 1999

Total AUM

$11.3B

Discretionary

$11B

97% of AUM

Avg account

$3.6M

Accounts

3,175

Employees

Advisory reps

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

FINTRX

Overview

Bridges Investment Management Inc is an independent registered investment adviser that has been operating since 1999 and positions itself as a capital allocator for both individuals and institutional clients. The firm offers a mix of financial planning and portfolio management services across individual, pooled vehicle and institutional mandates, and delivers additional services such as pension consulting, selection of other advisers, published commentary and educational workshops. Fee arrangements include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. Bridges functions in multiple adviser roles beyond discretionary manager: its reported affiliations identify it as an investment adviser, a trust company and a sponsor/GP or managing member for pooled vehicles. The firm does not identify as an active ESG investor. An industry recognition noted in the dataset is a Top 100 Financial Advisory Firms listing by CNBC in 2020.