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Brad Michael Bridgewater

PHH INVESTMENTS, LTD.·ADDISON, Texas
Clean recordPHH INVESTMENTS, LTD.
15725 N. DALLAS PARKWAY, ADDISON, TX 75001CRD# 5083573Firm CRD# 108203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brad Michael Bridgewater · ADDISON, TX
Registration
CRD #5083573 · PHH INVESTMENTS, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brad Michael Bridgewater is a registered financial advisor based in ADDISON, Texas, affiliated with PHH INVESTMENTS, LTD.. 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
Introduction

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03

Firm Overview

Firm
PHH INVESTMENTS, LTD.
RAA
AUM
$2.6B
Regulatory assets under management
Employees
94
Total firm employees
View all advisors at PHH INVESTMENTS, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: CSSA/SERVICE AGREEMENT
Regulatory
SEC/IARD CRD# 5083573
Firm CRD# 108203
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brad Michael Bridgewater offer?
Brad Michael Bridgewater specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ADDISON, Texas for a consultation.
What are Brad Michael Bridgewater's credentials?
Brad Michael Bridgewater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad Michael Bridgewater located?
Brad Michael Bridgewater is based in ADDISON, Texas, working with PHH INVESTMENTS, LTD.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does Brad Michael Bridgewater charge for services?
Brad Michael Bridgewater's firm is compensated through percentage of aum, other: cssa/service agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHH INVESTMENTS, LTD.?
PHH INVESTMENTS, LTD. has approximately 94 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHH INVESTMENTS, LTD.

Randy Haugen
ADDISON, TX
Jeffrey Alan Baumert
ADDISON, TX
John Clifton Bentley
ADDISON, TX
Ronald Ellis Simmons
ADDISON, TX
Anthony Desantis
ADDISON, TX
Gary Jay Krasnov
ADDISON, TX

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