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BRIDGEPORT FINANCIAL SOLUTIONS
BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485 · SEC 801-127630
2700 N CENTRAL AVE, SUITE 1200, PHOENIX, AZ, 85004, United States
Phone
877-411-2737
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.04B
Team
9 total employees; 9 advisory reps; 105 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; ADVISORY FEES FROM THIRD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 654 | $230.1M |
| High net worth individuals | 241 | $679.4M |
| Pension/profit sharing plans | 20 | $130.7M |
| Corporations/business entities | 5 | $4.0M |
States served
VT, AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WV, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD