← Directory
BRIDGEPORT FINANCIAL SOLUTIONS
Legal name: BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485File 801-127630
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.04B
Non-discretionary $10.8M
Clients
920
2,755 accounts
Employees
9
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 10, 2023
- Principal office
- 2700 N CENTRAL AVE, SUITE 1200, PHOENIX, AZ, 85004
- Phone
- 877-411-2737
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.04B
- Non-discretionary AUM
- $10.8M
- Discretionary accounts
- 2,753
- Non-discretionary accounts
- 2
- Total accounts
- 2,755
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $4.0M |
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 241 | $679.4M |
| Pension and profit sharing plans | 20 | $130.7M |
| Individuals (other than high net worth individuals) | 654 | $230.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ADVISORY FEES FROM THIRD PARTY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Educational seminars
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.