Investment adviser · CRD 325485
BRIDGEPORT FINANCIAL SOLUTIONS
Investment adviser filing (IA)
BRIDGEPORT FINANCIAL SOLUTIONS LLC
PHOENIX, AZ, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $1.05B Form ADV · Item 5.F
- Client accounts
- 2,755 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 241 | $679,354,593 | 64.9% |
| Individuals | 654 | $230,069,367 | 22.0% |
| Retirement plans | 20 | $130,656,076 | 12.5% |
| Corporations & businesses | 5 | $3,953,183 | 0.4% |
| Charities | Fewer than 5 | $2,366,674 | 0.2% |
Filing source
Form ADV 2127311 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Market timing · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2700 N CENTRAL AVE, SUITE 1200PHOENIX, AZ, 85004, United States
CRD 325485
Filing source
Form ADV 2127311 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.