Bridge Investment Group
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Overview
Bridge Investment Group operates as an advisory company that has its headquarters in Sandy, Utah. It has $43.3 billion in total assets across 122 accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). The company has a very large team, including 260 financial advisors. Bridge Investment Group does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, stocks and options.
Bridge Investment Group manages 105 of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing the customer's permission. Bridge Investment Group also administers 17 non-discretionary accounts totaling $2.1 billion in assets. Bridge Investment Group manages about $355.1 million in assets for each customer account. The average financial advisor at Bridge Investment Group administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is located at 111 E. Sego Lily Drive, Sandy, Utah 84070. It is permitted to serve clients throughout 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridge Investment Group by the Numbers
$43.3 billion
2,250
122
$355.1 million
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Bridge Investment Group can be comprised of some combination of the following fee structures: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles and other. Out of its 122 customers, Bridge Investment Group's biggest client group is pooled investment vehicles. Around 36% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Bridge Investment Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Bridge Investment Group
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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