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 has been SEC-registered as an investment adviser since 2012. The firm is owned by an individual and is categorized in the source data as "unclassified." Available disclosures are minimal: the firm is not listed as a capital allocator, does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not presented as a pension consultant or related adviser. The firm did not provide descriptions of its client segments, fee schedules, core business activities, or advisory offerings in the source record. The limited public detail is consistent with either a very small, boutique advisory operation or an entity that maintains minimal reporting outside basic registration information.
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 2ANNETTE 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
GM SECURITIES, LLC
Broker-DealerMILWAUKEE, WI
ROBERT W. BAIRD & CO. INCORPORATED
Broker-DealerMILWAUKEE, WI
LANDAAS & COMPANY
Broker-DealerMILWAUKEE, WI
ARTISAN PARTNERS DISTRIBUTORS LLC
Broker-DealerMILWAUKEE, WI
Northwestern Mutual Investment Services, LLC
Broker-DealerMILWAUKEE, WI
FIMCO SECURITIES GROUP, INC.
Broker-DealerPORT WASHINGTON, WI