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BRIDGE FINANCIAL PLANNING, LLC

dba BRIDGE FINANCIAL PLANNING, LLC · CRD 174840 · Registered Investment Adviser

BRIDGE FINANCIAL PLANNING, LLC is a Registered Investment Adviser. The firm reports $100,427,537 in regulatory assets under management across 319 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$100,427,537
Non-discretionary$0
Total RAUM$100,427,537
Accounts319

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 174840. adviserinfo.sec.gov/firm/summary/174840.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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