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Bridget Eileen Ward

SPOTLIGHT ASSET GROUP, INC.·OAKBROOK TERRACE, Illinois
Unclaimed Profile
2 MID AMERICA PLAZA, OAKBROOK TERRACE, IL 60181-4717CRD# 7252052Firm CRD# 288076
01

About

Bridget Eileen Ward is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with SPOTLIGHT ASSET GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
SPOTLIGHT ASSET GROUP, INC.
SPOTLIGHT ASSET GROUP
AUM
$205M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7252052
Firm CRD# 288076
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bridget Eileen Ward offer?
Bridget Eileen Ward specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Bridget Eileen Ward's credentials?
Bridget Eileen Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bridget Eileen Ward located?
Bridget Eileen Ward is based in OAKBROOK TERRACE, Illinois, working with SPOTLIGHT ASSET GROUP, INC.. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Bridget Eileen Ward charge for services?
Bridget Eileen Ward's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPOTLIGHT ASSET GROUP, INC.?
SPOTLIGHT ASSET GROUP, INC. has approximately 4 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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