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BRIDGEPORT FINANCIAL SOLUTIONS LLC

Doing business as BRIDGEPORT FINANCIAL SOLUTIONS. SEC Form ADV profile.

Total regulatory AUM
$1,046,399,893
Discretionary
$1,035,578,664
Non-discretionary
$10,821,229

Firm details

CRD number
325485
SEC file number
801-127630
Main office
PHOENIX, AZ, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.