Bridgeport Financial Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 9 employees, 7 offices, and 2,755 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
7 offices
Total Clients
920
Primary office
PHOENIX, AZ
2700 N CENTRAL AVE, SUITE 1200, PHOENIX, AZ, United States
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
654
2
HNWI
26.2%
241
3
Pension Plans
2.2%
20
4
Corporations
0.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary99.0%
$1.0B
99% of total RAUM99.0%
Non-discretionary1.0%
$11M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts2,755
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee102:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.