Bridgewood Advisors Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
158400
Registered since
January 6, 2012

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Annette Knoll

    Annette Knoll

    Vice PresidentCRD 5611554

  • Robert Jansen

    Robert Jansen

    Managing DirectorCRD 5611590

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth