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BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518 · SEC 801-134346
1 ENTERPRISE DRIVE, SUITE 405, SHELTON, CT, 06484, United States
Phone
203-795-7080
Fax
203-795-7082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$150.8M
Discretionary AUM
$148.8M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)COLLEGE PLANNING - PROVIDE ADVICE ON CASH FLOW AND PORTFOLIO MANAGEMENT FOR PARENTS OF COLLEGE BOUND STUDENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $89.7M |
| High net worth individuals | 36 | $61.0M |
States served
NY, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD