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BRIDGES INVESTMENT MANAGEMENT INC
CRD 108028File 801-57056
APPROVED
Retail clients
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.31B
Top 10% of cohort (national)
Discretionary AUM
$11.00B
Non-discretionary $306.6M
Clients
1,875
3,175 accounts
Employees
79
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 9, 1999
- Principal office
- 13333 CALIFORNIA ST, SUITE 500, OMAHA, NE, 68154
- Phone
- 402-397-4700
- Website
- HTTP://WWW.BRIDGESINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.31B
- Discretionary AUM
- $11.00B
- Non-discretionary AUM
- $306.6M
- Discretionary accounts
- 3,145
- Non-discretionary accounts
- 30
- Total accounts
- 3,175
- AUM per client
- $6.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 88 | $2.28B |
| Investment companies | 1 | $226.1M |
| Charitable organizations | 110 | $3.11B |
| High net worth individuals | 752 | $5.21B |
| Pooled investment vehicles | 1 | $73.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 4 | $32.8M |
| Individuals (other than high net worth individuals) | 919 | $379.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.