Bridge The Gap Retirement Planners
Bridge The Gap Retirement Planners (CRD# 316508) is a financial advisory firm headquartered in Simi Valley, CA. They manage $23,868,579 in 74 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bridge The Gap Retirement Planners
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts74ACCOUNTS
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Average Account Value$322,548
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Bridge The Gap Retirement Planners
1
Bryan Curry (CRD# 6276939) is an Investment Advisor Representative working at Bridge The Gap Retirement Planners in Simi Valley, CA and has over 10 years of experience in the finance industry.
2
Andrew Gerhartz (CRD# 5825485) is an Investment Advisor Representative working at Bridge The Gap Retirement Planners in Phoenix, AZ and has over 13 years of experience in the finance industry.
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