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 has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and indicates an individual-owner structure. The snapshot data identifies the firm as not serving as a capital allocator and not positioning itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. The firm did not provide details on its client base, fee structure, advisory activities, or specific business lines to FINTRX, so public information about its target clients and service model is limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • William Bennington

    William Bennington

    Managing DirectorCRD 2025454

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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