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BRIDGE FINANCIAL STRATEGIES
BRIDGE FINANCIAL STRATEGIES, LLC
CRD 298134
11111 N. SCOTTSDALE ROAD, SUITE #205, SCOTTSDALE, AZ, 85254, United States
Phone
480-378-2383
Fax
877-395-1502
Registration
— (—)
Source
State registered
Total AUM
$89.5M
Discretionary AUM
$89.5M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $18.4M |
| High net worth individuals | 30 | $71.1M |
All web addresses on file
Official SEC filing: View on IAPD