Wealth Manager
    SEC Registered
    Manages Private Funds

    Bridgeport Financial Solutions

    Registered investment advisor · Phoenix, Arizona · CRD #325485

    Assets Under Management
    $1B
    Client Accounts
    2,755
    Employees
    9
    CRD Number
    325485
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bridgeport Financial Solutions

    BridgePort Financial Solutions, LLC is a registered investment advisory firm offering wealth management, investment strategy, and financial planning services. Founded in 2023, it serves clients across the United States. The firm focuses on providing customized investment strategies and risk management.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bridgeport Financial Solutions

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    Frequently Asked Questions

    What is Bridgeport Financial Solutions's AUM?

    Bridgeport Financial Solutions reports approximately $1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bridgeport Financial Solutions headquartered?

    Bridgeport Financial Solutions is headquartered in Phoenix, Arizona.

    What is Bridgeport Financial Solutions's CRD number?

    Bridgeport Financial Solutions's CRD number is 325485. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bridgeport Financial Solutions manage?

    Bridgeport Financial Solutions manages approximately 2,755 client accounts according to its latest SEC filing.

    Is Bridgeport Financial Solutions SEC registered?

    Yes, Bridgeport Financial Solutions is registered with the SEC as an investment adviser with an approved registration status.

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