Bridgewater James Limited, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Belvedere, California
CRD number
140205
Registered since
August 30, 2006

Firm profile

FINTRX

Overview

Bridgewater James Limited, LLC is organized as a limited liability company and appears in SEC records as an adviser registered in 2006. Ownership is listed at the individual level, and the firm is classified in the dataset as “Unclassified.” The profile indicates the firm is not a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Public disclosures included in the dataset provide limited detail about the firm's advisory mandate. Fields that typically describe client types, fee schedules, and expressed business activities are not populated, which constrains an assessment of its target clients or service model from the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Elizabeth Collins

    FinOpCRD 4714831

  • William Bennington

    William Bennington

    Managing DirectorCRD 2025454

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Belvedere, CA

Marin

Location

Belvedere, CA

Headquartered in Belvedere, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Marin
Address
15 Bayview Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth