Bridgewater James Limited, LLC
Firm details
- Headquarters
- Belvedere, California
- CRD number
- 140205
- Registered since
- August 30, 2006
- Website
- www.bridgewaterjames.com
Firm profile
FINTRXOverview
Bridgewater James Limited, LLC is organized as a limited liability company and is registered with the SEC since 2006. The firm is owned by an individual and is classified in FINTRX as “unclassified.” The profile indicates the firm is not a capital allocator, is not positioned as an active ESG investor, is not a multistate adviser, and is not identified as a pension consultant or related adviser. The FINTRX entry provides limited disclosure about the firm’s client segments, fee schedules, or the specific advisory services it offers.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831
William Bennington
Managing DirectorCRD 2025454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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