Bridge33 Investment Management LLC
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Learn more about Bridge33 Investment Management LLC
Overview
Bridge33 Investment Management LLC is a financial advisory company headquartered in Seattle, Washington. The firm administers $677.2 million in total assets across six client accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 22 financial advisors. Bridge33 Investment Management LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as options, equities and bonds.
Bridge33 Investment Management LLC administers all of the firm's client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction choices for the client's account without needing to seek the client's permission. Bridge33 Investment Management LLC's average account size is $112.9 million. An average advisor at Bridge33 Investment Management LLC administers fewer than one client account, making it one of the most individualized firms in the country.
The company's headquarters is located at 601 Union Street, Seattle, Washington 98101. Bridge33 Investment Management LLC is legally permitted to provide services to investors in the state of Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bridge33 Investment Management LLC by the Numbers
$677.2 million
68
6
$112.9 million
Fee Structure
Financial management fees largely depend on which services are provided. Fee types billed by the company likely are comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Bridge33 Investment Management LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its six accounts, Bridge33 Investment Management LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- 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
Bridge33 Investment Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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