The Bridge Financial Advisors

Overview

The Bridge Financial Advisors is a small, client-focused advisory firm that manages portfolios for individuals, families and small businesses. Its practice centers on traditional wealth management: building diversified portfolios largely from public mutual funds and ETFs, supplemented by managed-account structures and targeted alternative allocations. The firm charges either a percentage of assets under management or fixed fees and provides discretionary portfolio management for clients who want outsourced investment decision-making. The filing indicates the firm does not position itself as an ESG-driven manager and is not structured as a multi-state or institutional pension consultant. Its owner-type is an individual advisor model, which typically means a high-touch service style with a compact client roster and direct advisor involvement in portfolio construction and client communication.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices