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Joshua Allen Carpenter

BRIDGEWEALTH ADVISORY GROUP, LLC·FRESNO, California
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986 WEST ALLUVIAL AVE., FRESNO, CA 93711CRD# 4194303Firm CRD# 293514
01

About

Joshua Allen Carpenter 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIDGEWEALTH ADVISORY GROUP, LLC
BRIDGEWEALTH ADVISORY GROUP, LLC
AUM
$530M
Regulatory assets under management
Employees
8
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4194303
Firm CRD# 293514
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Allen Carpenter offer?
Joshua Allen Carpenter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.
What are Joshua Allen Carpenter's credentials?
Joshua Allen Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Allen Carpenter located?
Joshua Allen Carpenter 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 Joshua Allen Carpenter charge for services?
Joshua Allen Carpenter'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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