BRIDGE FINANCIAL STRATEGIES

BRIDGE FINANCIAL STRATEGIES of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 298134). Regulatory assets under management: $89.5M.

Registration

• CRD: 298134
• Type: Registered investment adviser
• Location: 11111 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85254
• Phone: 480-378-2383
• Latest filing: 2026-07-01
• Regulatory AUM: $89.5M
• Discretionary AUM: $89.5M
• Clients: 4
• Accounts: 214

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 298134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search