BRIDGE THE GAP RETIREMENT PLANNERS

BRIDGE THE GAP RETIREMENT PLANNERS of SIMI VALLEY, CA is an SEC-registered investment adviser (CRD 316508). Regulatory assets under management: $49.1M.

Registration

• CRD: 316508
• Type: Registered investment adviser
• Location: 2655 FIRST STREET, SUITE 250, SIMI VALLEY, CA, 93065
• Phone: 805-304-9459
• Latest filing: 2026-07-06
• Regulatory AUM: $49.1M
• Discretionary AUM: $49.1M
• Clients: 2
• Accounts: 125

Business model

Compensation: % of AUM, Hourly, 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 316508 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search