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 was registered with the U.S. Securities and Exchange Commission in 2012. Ownership is held by an individual rather than a corporate parent or institutional owner. Public disclosures in the provided dataset are sparse: the firm is classified as "unclassified," and there are no listed designations indicating multi-state advisory activity, ESG investing, pension consulting, or affiliation with a related adviser. Key operational details such as advisory activities, fee structure, client types, and business focus are not included in the source data, which limits the ability to characterize the firm's target clients or service model beyond its basic legal form and registration date.
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
Similar firms
Northwestern Mutual Investment Services, LLC
Broker-DealerMilwaukee, WI
Landaas & Company
Broker-DealerMilwaukee, WI
GM Securities, LLC
Broker-DealerMilwaukee, WI
Artisan Partners Distributors LLC
Broker-DealerMilwaukee, WI
Robert W. Baird & Co Incorporated
Broker-DealerMilwaukee, WI
Abacus Investments, Inc.
Broker-DealerDousman, WI