Bridge Advisory LLC
Bridge Advisory LLC (CRD# 148282) is a financial advisory firm headquartered in Pasadena, CA. They manage $441,711,661 in 1,454 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management442MILLION
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Total Number of Accounts1,454ACCOUNTS
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Average Account Value$303,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TX, VA, WA
Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.
In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.
Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and minor in Political Science.
Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).
In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.
Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)
Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science
Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.
Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy.
Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.
His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes.
Vanessa Burnett (CRD# 5510896) is an Investment Advisor Representative working at Penniall & Associates in Pasadena, CA and has over 7 years of experience in the finance industry.
Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 12 years of experience in the finance industry. Justin Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jaime Hefner (CRD# 2645907) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 16 years of experience in the finance industry.
Tammy Lee (CRD# 4984629) is an Investment Advisor Representative working at Bridge Advisory LLC in Irvine, CA and has over 13 years of experience in the finance industry. Tammy Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Leu (CRD# 4724262) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 16 years of experience in the finance industry.
Devon Nick (CRD# 6129772) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 7 years of experience in the finance industry.
David Penniall (CRD# 1088267) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 27 years of experience in the finance industry. David Penniall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Smith (CRD# 1370872) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 35 years of experience in the finance industry.