RIA Intel›Advisers›California›BRIDGER FINANCIAL SERVICES, LLC

BRIDGER FINANCIAL SERVICES, LLC

Advisory

TEMECULA, CA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,674
of 5,480 advisers by AUM
Average account
$146K
across 275 accounts
AUM per adviser
$40M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$40M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients182
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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