BRIDGE ADVISORY LLC

PASADENA, California·5 registered advisors·CRD# 148282
SEC# 801-696811626-795-3062
01

Firm Overview

AUM
$453M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BRIDGE ADVISORY LLC

5 registered advisors
Nicholas Michael Colletta
PASADENA, California
Richard Alexander Leu
PASADENA, California
Sarah Abigail Brace
PASADENA, California
Vanessa Young Burnett
PASADENA, California
Warren Yee
PASADENA, California
05

Office Locations

PASADENA, California
5 advisors

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Data sourced from SEC Form ADV filings. BRIDGE ADVISORY LLC (CRD# 148282) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.