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BRIDGEWEALTH ADVISORY GROUP, LLC
BRIDGEWEALTH ADVISORY GROUP, LLC
FRESNO, California
·
3 registered advisors
·
CRD# 293514
SEC# 801-112758
0
(559) 432-6100
01
Firm Overview
AUM
$530M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BRIDGEWEALTH ADVISORY GROUP, LLC
3 registered advisors
Derek James Elrod
FRESNO, California
CRD# 4793202
Joshua Allen Carpenter
FRESNO, California
CRD# 4194303
Kevin Christopher Hook
FRESNO, California
CRD# 4439944
05
Office Locations
FRESNO, California
3 advisors
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Data sourced from SEC Form ADV filings. BRIDGEWEALTH ADVISORY GROUP, LLC (CRD# 293514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.