BRIDGEVIEW CAPITAL ADVISORS, INC.

RIASEC Registered

Total AUM

$114M

Discretionary

$26.4M

23% of AUM

Avg account

$265K

Accounts

431

Employees

Advisory reps

Firm details

Headquarters: EL DORADO HILLS, California
CRD number: 6290
Website: www.bridgeviewadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI74.29%
Individuals25.11%
Corporations / Businesses0.6%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bridgeview Capital Advisors, Inc. is an independent registered investment adviser operating as a corporation with individual ownership and acting as a capital allocator. The firm serves both individual & family and institutional clients and bills on a percentage-of-assets basis as well as through hourly charges. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and the publication of periodicals or newsletters. Bridgeview identifies itself as not active on ESG investing and is not listed as a multi-state adviser.