BRIDGEPORT FINANCIAL SOLUTIONS LLC
Legal name: BRIDGEPORT FINANCIAL SOLUTIONS
CRD #325485 SEC #801-127630 PHOENIX, AZ 877-411-2737
SEC Registered
Total AUM
$484.5M
Discretionary
$484.5M
Employees
11
Clients
10
Accounts
1,572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $484.5M | $484.5M | $0 | 11 | 7 |
| Feb 2024 | $0 | $0 | $0 | 5 | 0 |
| Feb 2024 | $0 | $0 | $0 | 5 | 0 |
| Jul 2023 | $0 | $0 | $0 | 5 | 0 |
| Jul 2023 | $0 | $0 | $0 | 5 | 0 |
| May 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
| Mar 2023 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$484.5M
Discretionary$484.5M
Non-Disc.$0
Employees11
Clients7
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0