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BRIDGEPORT ASSET MANAGEMENT, LLC.
CRD 290939
414 D'ONOFRIO DRIVE,, SUITE 220, MADISON, WI, 53719, United States
Phone
608-695-5396
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.4M
Discretionary AUM
$24.8M
Team
1 total employees; 1 advisory reps; 163 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $30.4M |
All web addresses on file
Official SEC filing: View on IAPD