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BRIDGE INVESTMENT GROUP

SANDY, UT · CRD 159127 · IAPD ↗ · bridgeseniorliving.com · 801-716-1463

$49.30BRegulatory AUM
205Advisory reps
610Employees
0Clients
0Planning clients
153Private funds
9States
5Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — BRIDGE INVESTMENT GROUP shrank from 300 to 205 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
December 2025 — BRIDGE INVESTMENT GROUP's Item 11 disclosure-reporting entries rose by 5 (0 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2025 — BRIDGE INVESTMENT GROUP shrank from 310 to 300 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — BRIDGE INVESTMENT GROUP now reports custody of client assets ($99.70B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2024 — BRIDGE INVESTMENT GROUP added office(s): 9 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — BRIDGE INVESTMENT GROUP grew from 260 to 310 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.