RIA Intel›Advisers›California›BRIDGE ADVISORY LLC

BRIDGE ADVISORY LLC

Advisory

N·PASADENA, CA

Data as of Jan 25, 2024 · Source: SEC Form ADV

Total AUM

$453M

1-Year AUM Growth

-1.7%

3-Year CAGR

+0.7%

Employees

18

Assets Under Management

Total AUM$453M

Discretionary AUM$430M

Non-Discretionary AUM$22M

Discretionary %95%

Total Clients—

Team

Total Employees18

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record79

First FilingOct 9, 2008

Latest FilingJan 25, 2024

🔒 Full AUM trend chart and 79 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BRIDGE ADVISORY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.