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 structured as an individually owned corporation that the firm classifies as an investment bank. It has been SEC-registered since 2012. The snapshot data indicate it does not present itself as a capital allocator and is not identified as an active ESG investor. The firm is not listed as a multistate adviser, a pension consultant, or as a related adviser to another registered entity. Public disclosures provide minimal detail on client types, fee arrangements, or day-to-day advisory activities; the record focuses on firm-level classifications and regulatory registration rather than investment strategy or product offerings.
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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