Bridgeview Capital Advisors, Inc.

Bridgeview Capital Advisors, Inc. (CRD# 6290) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $61,000,000 in 166 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
http://www.bridgeviewadvisors.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $367,470
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bridgeview Capital Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Waldrop, financial advisor El Dorado Hills CA
David N. Waldrop
CRD#: 4214855
5170 Golden Foothill Parkway, El Dorado Hills, CA 95762

David Waldrop (CRD# 4214855) is an Investment Advisor Representative working at Bridgeview Capital Advisors, Inc. in El Dorado Hills, CA and has over 23 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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