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BRIDGEINVEST LLC

MIAMI, FL · CRD 307343 · IAPD ↗ · bridgeinvest.com · 305 749 9887

$858.6MRegulatory AUM
33Advisory reps
33Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2024 — BRIDGEINVEST LLC grew from 29 to 34 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.