Bridgeport Asset Management, LLC

Bridgeport Asset Management, LLC (CRD# 290939) is a financial advisory firm headquartered in Madison, WI. They manage $22,491,304 in 155 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
414 D'onofrio Drive,, Suite 220, Madison, WI 53719
https://www.bridgeportam.com/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $145,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Bridgeport Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Walsh, financial advisor Madison WI
William J. Walsh
CRD#: 2719107
414 D'onofrio Drive,, Suite 220, Madison, WI 53719

William Walsh (CRD# 2719107) is an Investment Advisor Representative working at Bridgeport Asset Management, LLC in Madison, WI and has over 28 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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