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BRIDGE FINANCIAL PLANNING, LLC
CRD 174840 · SEC 801-130662
GA, United States
Phone
423-933-2722
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$100.4M
Discretionary AUM
$100.4M
Team
2 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $22.2M |
| High net worth individuals | 28 | $78.1M |
| Charitable organizations | 1 | $158K |
States served
GA, IN, TN
All web addresses on file
Official SEC filing: View on IAPD