Bridge Capital Consulting, LLC
Bridge Capital Consulting, LLC (CRD# 283663) is a financial advisory firm headquartered in Newport Beach, CA. They manage $52,815,000 in 292 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts292ACCOUNTS
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Average Account Value$180,873
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX, WA
Financial Advisors at Bridge Capital Consulting, LLC
1
Gabriel Medina (CRD# 5319460) is an Investment Advisor Representative working at Bridge Capital Consulting, LLC in Kennewick, WA and has over 16 years of experience in the finance industry.
2
Daniel Pichardo (CRD# 5256800) is an Investment Advisor Representative working at Bridge Capital Consulting, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.
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