Bridgewood Advisors Inc.
Firm details
- Headquarters
- Milwaukee, Wisconsin
- CRD number
- 158400
- Registered since
- January 6, 2012
- Website
- www.bridgewoodadvisors.com
Firm profile
FINTRXOverview
Bridgewood Advisors Inc. is organized as a corporation and is classified in available records as functioning like an investment bank. Ownership is listed as individual ownership rather than institutional or corporate ownership. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is not designated as a multi-state adviser, not a pension consultant, and not flagged as a related adviser; it is also not labeled a newly formed adviser. Public disclosures for the firm are limited: there is no detailed, publicly listed description of its client base, fee schedule, core business activities, or the advisory services it provides.
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 2
Annette Knoll
Vice PresidentCRD 5611554

Robert Jansen
Managing DirectorCRD 5611590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milwaukee, WI
Milwaukee
Location
Milwaukee, WI
Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Milwaukee
- Address
- 111 E Wisconsin Ave
- Time zone
- CT (UTC-6)
- Office locations
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