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BRIDGEWATER ADVISORY GROUP LLC
CRD 327259
6 WAGGENER INDUSTRIAL COURT, CRYSTAL CITY, MO, 63019, United States
Phone
(636) 937-9333
Fax
(636) 937-1906
Registration
— (—)
Source
State registered
Total AUM
$49.7M
Discretionary AUM
$49.7M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $13.2M |
| High net worth individuals | 23 | $36.3M |
All web addresses on file
- https://www.bridgewater-ag.com
- https://www.linkedin.com/in/ethanbridgewater/
- https://www.linkedin.com/company/bridgewater-advisory-group/
- https://www.facebook.com/profile.php?id=61556405037373
- https://www.linkedin.com/in/terry-bridgewater-cpa-24399313/
- https://joymoments.com
- https://www.facebook.com/ethan.m.bridgewater/
- https://www.facebook.com/bridgewater.advisory.group/
Official SEC filing: View on IAPD