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BRIDGELANE FINANCIAL
BRIDGELANE FINANCIAL LLC
CRD 299091
ONE SANSOME STREET, SUITE 3500, SAN FRANCISCO, CA, 94104, United States
Phone
415-370-1710
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.3M
Discretionary AUM
$850K
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $850K |
| Corporations/business entities | 1 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD