BRIDGEWORKS ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291145
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bridgeworks Asset Management, LLC is a small, owner-operated advisory firm that provides portfolio management services primarily to individual and family clients and small businesses. The firm is structured as a limited liability company and operates alongside a law-practice business activity. Its advisory model charges a percentage-of-assets-under-management fee and centers on direct equity exposure delivered through managed accounts. Bridgeworks does not characterize itself as an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1CHRISTOPHER BALES
FounderCRD 5918445
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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