Bridgewealth Advisory Group, LLC
Bridgewealth Advisory Group, LLC (CRD# 293514) is a financial advisory firm headquartered in Fresno, CA. They manage $530,126,567 in 1,376 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management530MILLION
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Total Number of Accounts1,376ACCOUNTS
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Average Account Value$385,266
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX
Joshua Carpenter (CRD# 4194303) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 23 years of experience in the finance industry.
Derek Elrod (CRD# 4793202) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 19 years of experience in the finance industry.
Kevin Hook (CRD# 4439944) is an Investment Advisor Representative working at Bridgewealth Advisory Group, LLC in Fresno, CA and has over 22 years of experience in the finance industry.