← Back to searchVisit website
BRIDGEWATER ADVISORS INC.
CRD 109826 · SEC 801-48380
600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020, United States
Phone
212-221-5300
Fax
212-221-5385
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.57B
Discretionary AUM
$2.57B
Team
24 total employees; 17 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $107.3M |
| High net worth individuals | 366 | $2.38B |
| Investment companies | 1 | $4.2M |
| Charitable organizations | 6 | $13.5M |
| Corporations/business entities | 5 | $36.8M |
States served
AZ, CA, CO, DC, LA, ME, MD, MA, NJ, NY, NC, OH, PA, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD