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BRIDGER FINANCIAL SERVICES, LLC
CRD 298563
27420 JEFFERSON AVE, SUITE 104A, TEMECULA, CA, 92590, United States
Phone
951-244-6702
Fax
866-800-1548
Registration
— (—)
Source
State registered
Total AUM
$40.2M
Discretionary AUM
$40.2M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $24.1M |
| High net worth individuals | 22 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD