Bridgewater Asset Management LLC

Bridgewater Asset Management LLC (CRD# 169832) is a financial advisory firm headquartered in Chesterfield, MO. They manage $87,640,000 in 382 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    382
    ACCOUNTS
  • Average Account Value
    $229,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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.

CA, CO, IL, MI, MO, TX

Financial Advisors at Bridgewater Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas L. Ross
CRD#: 2384765
16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017
96
Wealthminder
score

Thomas Ross (CRD# 2384765) is an Investment Advisor Representative working at Bridgewater Asset Management LLC in Chesterfield, MO and has over 23 years of experience in the finance industry.

2
Christopher L. Winkelmann
CRD#: 3044407
16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017
96
Wealthminder
score

Christopher Winkelmann (CRD# 3044407) is an Investment Advisor Representative working at Bridgewater Asset Management LLC in Chesterfield, MO and has over 18 years of experience in the finance industry. Christopher Winkelmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert F. Balice
CRD#: 2466576
16150 Main Circle Drive, Suite 210, Chesterfield, MO 63017
93
Wealthminder
score

Robert Balice (CRD# 2466576) is an Investment Advisor Representative working at Bridgewater Asset Management LLC in Chesterfield, MO and has over 22 years of experience in the finance industry.

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