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BRIDGFORD WEALTH ADVISORY, LLC
CRD 290871
1800 3RD AVE., SUITE 411, ROCK ISLAND, IL, 61201, United States
Phone
309-743-1150
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $5.1M |
| High net worth individuals | 11 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD