Unclaimed Profile

Derek James Elrod

BRIDGEWEALTH ADVISORY GROUP, LLC·FRESNO, California

Clean recordBRIDGEWEALTH ADVISORY GROUP, LLC

986 WEST ALLUVIAL AVE., FRESNO, CA 93711CRD# 4793202Firm CRD# 293514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek James Elrod · FRESNO, CA

Registration

CRD #4793202 · BRIDGEWEALTH ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Derek James Elrod is a registered financial advisor based in FRESNO, California, affiliated with BRIDGEWEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BRIDGEWEALTH ADVISORY GROUP, LLC

AUM

$530M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BRIDGEWEALTH ADVISORY GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4793202

Firm CRD# 293514

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Derek James Elrod offer?

Derek James Elrod specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.

What are Derek James Elrod's credentials?

Derek James Elrod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek James Elrod located?

Derek James Elrod is based in FRESNO, California, working with BRIDGEWEALTH ADVISORY GROUP, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Derek James Elrod charge for services?

Derek James Elrod's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWEALTH ADVISORY GROUP, LLC?

BRIDGEWEALTH ADVISORY GROUP, LLC has approximately 8 employees and manages $530M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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