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(bai) Fbo Paul Dalio Dalio Family Trust

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut
Clean recordBRIDGEWATER ASSOCIATES, LP
ONE GLENDINNING PLACE, WESTPORT, CT 06880CRD# 5747542Firm CRD# 105129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
(bai) Fbo Paul Dalio Dalio Family Trust · WESTPORT, CT
Registration
CRD #5747542 · BRIDGEWATER ASSOCIATES, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

(bai) Fbo Paul Dalio Dalio Family Trust is a registered financial advisor based in WESTPORT, Connecticut, affiliated with BRIDGEWATER ASSOCIATES, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BRIDGEWATER ASSOCIATES, LP
BRIDGEWATER ASSOCIATES, LP
AUM
$171.8B
Regulatory assets under management
Employees
1196
Total firm employees
View all advisors at BRIDGEWATER ASSOCIATES, LP →
Services
Pension consulting
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: INVESTMENT ADVISORY SUPPORT SERVICES
Regulatory
SEC/IARD CRD# 5747542
Firm CRD# 105129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does (bai) Fbo Paul Dalio Dalio Family Trust offer?
(bai) Fbo Paul Dalio Dalio Family Trust specializes in Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are (bai) Fbo Paul Dalio Dalio Family Trust's credentials?
(bai) Fbo Paul Dalio Dalio Family Trust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is (bai) Fbo Paul Dalio Dalio Family Trust located?
(bai) Fbo Paul Dalio Dalio Family Trust is based in WESTPORT, Connecticut, working with BRIDGEWATER ASSOCIATES, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does (bai) Fbo Paul Dalio Dalio Family Trust charge for services?
(bai) Fbo Paul Dalio Dalio Family Trust's firm is compensated through percentage of aum, performance-based fees, other: investment advisory support services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEWATER ASSOCIATES, LP?
BRIDGEWATER ASSOCIATES, LP has approximately 1196 employees and manages $171.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIDGEWATER ASSOCIATES, LP

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Eileen Katherine Murray
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Esq. Helene Glotzer
WESTPORT, CT
Interests Various Dalio Family
WESTPORT, CT
James Brien Comey Jr.
WESTPORT, CT
John Kenneth Halvey
WESTPORT, CT

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Research
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