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

1230 Madera Rd. Suite 5-113, Simi Valley, CA 93065

https://www.btgretirementplanners.com/

By the Numbers

Total Assets Under Management

24

MILLION
Total Number of Accounts

74

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Bryan S. Curry

CRD#: 6276939

Simi Valley, CA

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.

Andrew T. Gerhartz

CRD#: 5825485

Phoenix, AZ

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.

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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