THE BRIDGE FINANCIAL ADVISORS

THE BRIDGE FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 150298). Regulatory assets under management: $7.1M.

Registration

• CRD: 150298
• Type: Registered investment adviser
• Phone: 803-333-9007
• Latest filing: 2026-03-25
• Regulatory AUM: $7.1M
• Discretionary AUM: $6.3M
• Non-discretionary AUM: $878K
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150298 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search