Bridge Advisory LLC

Bridge Advisory LLC (CRD# 148282) is a financial advisory firm headquartered in Pasadena, CA. They manage $452,599,110 in 1,331 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101
https://www.instagram.com/bridge_advisory/
By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    1,331
    ACCOUNTS
  • Average Account Value
    $340,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, NV, NY, OR, TX, VA, WA

Financial Advisors at Bridge Advisory LLC
Showing 1 - 9 of 9 top financial advisors.
1
Vanessa Burnett, financial advisor Pasadena CA
Vanessa Y. Burnett
CRD#: 5510896
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

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.

2
Debra Curry, financial advisor Pasadena CA
Debra B. Curry
CRD#: 1516927
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Debra Curry (CRD# 1516927) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 37 years of experience in the finance industry.

3
Devon Nick, financial advisor Pasadena CA
Devon M. Nick
CRD#: 6129772
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Devon Nick (CRD# 6129772) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 10 years of experience in the finance industry.

4
David Penniall, financial advisor Pasadena CA
David R. Penniall
CRD#: 1088267
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

David Penniall (CRD# 1088267) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 30 years of experience in the finance industry.

5
Thomas Smith, financial advisor Pasadena CA
Thomas H. Smith
CRD#: 1370872
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Thomas Smith (CRD# 1370872) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 38 years of experience in the finance industry.

6
Elizabeth Walters, financial advisor Pasadena CA
Elizabeth M. Walters
CRD#: 4132606
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Elizabeth Walters (CRD# 4132606) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 16 years of experience in the finance industry.

7
Steven Clement, financial advisor Pasadena CA
Steven D. Clement
CRD#: 7334310
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Steven Clement (CRD# 7334310) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has over 4 years of experience in the finance industry.

8
Courtney McCutchan, financial advisor Pasadena CA
Courtney L. McCutchan
CRD#: 6332113
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Courtney McCutchan (CRD# 6332113) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has 1 year of experience in the finance industry.

9
Conor Turley, financial advisor Pasadena CA
Conor R. Turley
CRD#: 7777438
123 S. Marengo Avenue, Suite 200, Pasadena, CA 91101

Conor Turley (CRD# 7777438) is an Investment Advisor Representative working at Bridge Advisory LLC in Pasadena, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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