BRIDGE ADVISORY LLC
CRD #148282 SEC #801-69681 PASADENA, CA 626-795-3062
SEC Registered
Total AUM
$452.6M
Discretionary
$430.2M
Employees
18
Clients
251
Accounts
1,331
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $452.6M | $430.2M | $22.4M | 18 | 0 |
| Jul 2023 | $460.4M | $428.5M | $31.9M | 18 | 0 |
| May 2023 | $460.4M | $428.5M | $31.9M | 15 | 0 |
| Jan 2023 | $460.4M | $428.5M | $31.9M | 15 | 0 |
| Oct 2022 | $505.7M | $466.6M | $39.1M | 16 | 0 |
| Apr 2022 | $505.7M | $466.6M | $39.1M | 18 | 0 |
| Apr 2022 | $505.7M | $466.6M | $39.1M | 18 | 0 |
| Mar 2022 | $505.7M | $466.6M | $39.1M | 17 | 0 |
| Mar 2022 | $505.7M | $466.6M | $39.1M | 17 | 0 |
| Nov 2021 | $441.7M | $408.4M | $33.3M | 17 | 0 |
| Mar 2021 | $441.7M | $408.4M | $33.3M | 17 | 0 |
| Dec 2020 | $443.5M | $395.4M | $48.1M | 18 | 0 |
| Oct 2020 | $443.5M | $395.4M | $48.1M | 18 | 0 |
| Jun 2020 | $443.5M | $395.4M | $48.1M | 18 | 0 |
| Mar 2020 | $443.5M | $395.4M | $48.1M | 18 | 0 |
| Jul 2019 | $420.6M | $347.8M | $72.9M | 19 | 0 |
| Mar 2019 | $420.6M | $347.8M | $72.9M | 17 | 0 |
| Dec 2018 | $351.7M | $330.4M | $21.4M | 18 | 3 |
| Oct 2018 | $518.1M | $328.9M | $189.1M | 18 | 3 |
| Aug 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| Jun 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| May 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| Apr 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| Apr 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| Mar 2018 | $518.1M | $328.9M | $189.1M | 20 | 3 |
| Jan 2018 | $1B | $374.5M | $665.1M | 19 | 3 |
| Dec 2017 | $1B | $374.5M | $665.1M | 19 | 3 |
| Jun 2017 | $1B | $374.5M | $665.1M | 39 | 600 |
| May 2017 | $1B | $374.5M | $665.1M | 39 | 600 |
| Feb 2017 | $1B | $374.5M | $665.1M | 39 | 600 |
| Dec 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Nov 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Nov 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Nov 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Oct 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Oct 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Aug 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Jul 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Jun 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Jun 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Feb 2016 | $945M | $320.3M | $624.7M | 35 | 600 |
| Jan 2016 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Nov 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Oct 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Oct 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Aug 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| May 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Apr 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Mar 2015 | $830.5M | $328.3M | $502.2M | 35 | 600 |
| Dec 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Nov 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Sep 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Sep 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Jul 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Jul 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| May 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Jan 2014 | $851.5M | $377.1M | $474.5M | 36 | 600 |
| Oct 2013 | $652.1M | $329.1M | $323.1M | 31 | 600 |
| Oct 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| May 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| May 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| May 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| May 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| Mar 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| Jan 2013 | $652.6M | $626.1M | $26.5M | 25 | 600 |
| Mar 2012 | $636.9M | $609.2M | $27.7M | 11 | 600 |
| Nov 2011 | $635.2M | $610.1M | $25.1M | 11 | 500 |
| Nov 2011 | $635.2M | $610.1M | $25.1M | 11 | 500 |
| Jun 2010 | $274M | $274M | $0 | -- | -- |
DateJan 2024
Total AUM$452.6M
Discretionary$430.2M
Non-Disc.$22.4M
Employees18
Clients0
DateJul 2023
Total AUM$460.4M
Discretionary$428.5M
Non-Disc.$31.9M
Employees18
Clients0
DateMay 2023
Total AUM$460.4M
Discretionary$428.5M
Non-Disc.$31.9M
Employees15
Clients0
DateJan 2023
Total AUM$460.4M
Discretionary$428.5M
Non-Disc.$31.9M
Employees15
Clients0
DateOct 2022
Total AUM$505.7M
Discretionary$466.6M
Non-Disc.$39.1M
Employees16
Clients0
DateApr 2022
Total AUM$505.7M
Discretionary$466.6M
Non-Disc.$39.1M
Employees18
Clients0
DateApr 2022
Total AUM$505.7M
Discretionary$466.6M
Non-Disc.$39.1M
Employees18
Clients0
DateMar 2022
Total AUM$505.7M
Discretionary$466.6M
Non-Disc.$39.1M
Employees17
Clients0
DateMar 2022
Total AUM$505.7M
Discretionary$466.6M
Non-Disc.$39.1M
Employees17
Clients0
DateNov 2021
Total AUM$441.7M
Discretionary$408.4M
Non-Disc.$33.3M
Employees17
Clients0
DateMar 2021
Total AUM$441.7M
Discretionary$408.4M
Non-Disc.$33.3M
Employees17
Clients0
DateDec 2020
Total AUM$443.5M
Discretionary$395.4M
Non-Disc.$48.1M
Employees18
Clients0
DateOct 2020
Total AUM$443.5M
Discretionary$395.4M
Non-Disc.$48.1M
Employees18
Clients0
DateJun 2020
Total AUM$443.5M
Discretionary$395.4M
Non-Disc.$48.1M
Employees18
Clients0
DateMar 2020
Total AUM$443.5M
Discretionary$395.4M
Non-Disc.$48.1M
Employees18
Clients0
DateJul 2019
Total AUM$420.6M
Discretionary$347.8M
Non-Disc.$72.9M
Employees19
Clients0
DateMar 2019
Total AUM$420.6M
Discretionary$347.8M
Non-Disc.$72.9M
Employees17
Clients0
DateDec 2018
Total AUM$351.7M
Discretionary$330.4M
Non-Disc.$21.4M
Employees18
Clients3
DateOct 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees18
Clients3
DateAug 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateJun 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateMay 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateApr 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateApr 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateMar 2018
Total AUM$518.1M
Discretionary$328.9M
Non-Disc.$189.1M
Employees20
Clients3
DateJan 2018
Total AUM$1B
Discretionary$374.5M
Non-Disc.$665.1M
Employees19
Clients3
DateDec 2017
Total AUM$1B
Discretionary$374.5M
Non-Disc.$665.1M
Employees19
Clients3
DateJun 2017
Total AUM$1B
Discretionary$374.5M
Non-Disc.$665.1M
Employees39
Clients600
DateMay 2017
Total AUM$1B
Discretionary$374.5M
Non-Disc.$665.1M
Employees39
Clients600
DateFeb 2017
Total AUM$1B
Discretionary$374.5M
Non-Disc.$665.1M
Employees39
Clients600
DateDec 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateNov 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateNov 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateNov 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateOct 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateOct 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateAug 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateJul 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateJun 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateJun 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateFeb 2016
Total AUM$945M
Discretionary$320.3M
Non-Disc.$624.7M
Employees35
Clients600
DateJan 2016
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateNov 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateOct 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateOct 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateAug 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateMay 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateApr 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateMar 2015
Total AUM$830.5M
Discretionary$328.3M
Non-Disc.$502.2M
Employees35
Clients600
DateDec 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateNov 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateSep 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateSep 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateJul 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateJul 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateMay 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateJan 2014
Total AUM$851.5M
Discretionary$377.1M
Non-Disc.$474.5M
Employees36
Clients600
DateOct 2013
Total AUM$652.1M
Discretionary$329.1M
Non-Disc.$323.1M
Employees31
Clients600
DateOct 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMay 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMay 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMay 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMay 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMar 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateJan 2013
Total AUM$652.6M
Discretionary$626.1M
Non-Disc.$26.5M
Employees25
Clients600
DateMar 2012
Total AUM$636.9M
Discretionary$609.2M
Non-Disc.$27.7M
Employees11
Clients600
DateNov 2011
Total AUM$635.2M
Discretionary$610.1M
Non-Disc.$25.1M
Employees11
Clients500
DateNov 2011
Total AUM$635.2M
Discretionary$610.1M
Non-Disc.$25.1M
Employees11
Clients500
DateJun 2010
Total AUM$274M
Discretionary$274M
Non-Disc.$0
Employees--
Clients--