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Interests Various Dalio Family

BRIDGEWATER ASSOCIATES, LP·WESTPORT, Connecticut
Clean recordBRIDGEWATER ASSOCIATES, LP
ONE GLENDINNING PLACE, WESTPORT, CT 06880CRD# 7357349Firm CRD# 105129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Interests Various Dalio Family · WESTPORT, CT
Registration
CRD #7357349 · BRIDGEWATER ASSOCIATES, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Interests Various Dalio Family 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# 7357349
Firm CRD# 105129
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Interests Various Dalio Family offer?
Interests Various Dalio Family specializes in Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Interests Various Dalio Family's credentials?
Interests Various Dalio Family is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Interests Various Dalio Family located?
Interests Various Dalio Family is based in WESTPORT, Connecticut, working with BRIDGEWATER ASSOCIATES, LP. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Interests Various Dalio Family charge for services?
Interests Various Dalio Family'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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Menachem Noah Yechiely
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Michael Sean Mcgavick
WESTPORT, CT
(bai) Fbo Matthew Dalio Dalio Family Trust
WESTPORT, CT
Craig Mundie
WESTPORT, CT

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Research
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