BRIDGER FINANCIAL SERVICES, LLC

BRIDGER FINANCIAL SERVICES, LLC of TEMECULA, CA is an SEC-registered investment adviser (CRD 298563). Regulatory assets under management: $40.2M.

Registration

• CRD: 298563
• Type: Registered investment adviser
• Location: 27420 JEFFERSON AVE, TEMECULA, CA, 92590
• Phone: 951-244-6702
• Latest filing: 2026-01-30
• Regulatory AUM: $40.2M
• Discretionary AUM: $40.2M
• Clients: 2
• Accounts: 275

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search