Bridge Investment Group

Bridge Investment Group (CRD# 159127) is a financial advisory firm headquartered in Sandy, UT. They manage $20,162,775,381 in 21 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
111 E. Sego Lily Drive, #400, Sandy, UT 84070
http://www.bridgepm.com
By the Numbers
  • Total Assets Under Management
    20,163
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $960,132,161
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, DE, FL, GA, NY, UT, WA

Financial Advisors at Bridge Investment Group
Showing 1 - 6 of 6 top financial advisors.
1
Dean Allara, financial advisor Sandy UT
Dean A. Allara
CRD#: 5989082
111 E. Sego Lily Drive, #400, Sandy, UT 84070

Dean Allara (CRD# 5989082) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 7 years of experience in the finance industry.

2
James Chung, financial advisor Sandy UT
James Chung
CRD#: 3250101
111 E. Sego Lily Drive, #400, Sandy, UT 84070

James Chung (CRD# 3250101) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 20 years of experience in the finance industry.

3
Robert Morse, financial advisor Sandy UT
Robert R. Morse
CRD#: 1799666
111 E. Sego Lily Drive, #400, Sandy, UT 84070

Robert Morse (CRD# 1799666) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 18 years of experience in the finance industry.

4
John Pennington, financial advisor Sandy UT
John S. Pennington
CRD#: 5984801
111 E. Sego Lily Drive, #400, Sandy, UT 84070

John Pennington (CRD# 5984801) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 8 years of experience in the finance industry.

5
Jonathan Slager, financial advisor Sandy UT
Jonathan P. Slager
CRD#: 5989081
111 E. Sego Lily Drive, #400, Sandy, UT 84070

Jonathan Slager (CRD# 5989081) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 7 years of experience in the finance industry.

6
Christian Young, financial advisor Sandy UT
Christian V. Young
CRD#: 5989083
111 E. Sego Lily Drive, #400, Sandy, UT 84070

Christian Young (CRD# 5989083) is an Investment Advisor Representative working at Bridge Investment Group in Sandy, UT and has over 7 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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