Bridgewater Advisory Group LLC

Overview

Bridgewater Advisory Group LLC is an independent, individually owned registered investment adviser operating as a limited liability company and focused on serving individual and family clients. The firm bills through a mix of asset-based fees, hourly charges and fixed fees and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Bridgewater acts as a capital allocator and reports an affiliation with an accountant, suggesting coordination with tax or accounting professionals. The firm does not characterize itself as an active ESG investor and is not set up as a multistate advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices