BRIDGEWAY FINANCIAL ADVISORS, LLC.
CRD #109299 SEC #801-56482 SAUSALITO, CA 415-289-1024
SEC Registered
Total AUM
$26M
Discretionary
$0
Employees
5
Clients
101
Accounts
150
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 16, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYDELL, DAVID, CODD | I | PARTNER | D | Control |
| BOYDELL, DAVID, CODD | I | VICE-PRESIDENT | D | Control |
| BOYDELL, DAVID, CODD | I | VICE-PRESIDENT | D | Control |
| LUNSFORD, JAMES, BERNIS | I | PARTNER | D | Control |
| LUNSFORD, JAMES, BERNIS | I | PRESIDENT | D | Control |
| LUNSFORD, JAMES, BERNIS | I | PRESIDENT | D | Control |
Registrations
Federal
IA
May 16, 2005 REGISTERED
Notice Filings (2)
CA NY
Address
3 HARBOR DRIVE, STE 106SAUSALITO, CA 94965
USA
Phone: 415-289-1024