BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

BRIDGE GENERATIONS WEALTH MANAGEMENT
SOUTH MIAMI, Florida·3 registered advisors·CRD# 331683
SEC# 801-1305971305-666-9411
01

Firm Overview

AUM
$269M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

3 registered advisors
Barbara Jean Ray
SOUTH MIAMI, Florida
David Neil Smith
SOUTH MIAMI, Florida
David N Smith
SOUTH MIAMI, Florida
05

Office Locations

SOUTH MIAMI, Florida
3 advisors

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Data sourced from SEC Form ADV filings. BRIDGE GENERATIONS WEALTH MANAGEMENT LLC (CRD# 331683) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.