Bridgeport Financial Solutions
Phoenix, AZ·SEC-registered · CRD #325485
Bridgeport Financial Solutions is an SEC-registered investment advisory firm in Phoenix, AZ managing $1.0B across 2.8k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.8k
Advisory staff
9
Fee model
Fee-based
How Bridgeport Financial Solutions is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Bridgeport Financial Solutions
How much does Bridgeport Financial Solutions manage?
Per its most recent SEC Form ADV filing (06/22/2026), Bridgeport Financial Solutions reports $1.0B in regulatory assets under management across roughly 2.8k client accounts.
How does Bridgeport Financial Solutions charge?
Bridgeport Financial Solutions is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bridgeport Financial Solutions a fiduciary?
Yes. Bridgeport Financial Solutions is registered with the U.S. Securities and Exchange Commission (CRD #325485), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bridgeport Financial Solutions taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bridgeport Financial Solutions and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Phoenix, AZ
Profile compiled from Bridgeport Financial Solutions's public SEC Form ADV filing (CRD #325485, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bridgeport Financial Solutions. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bridgeport Financial Solutions? Claim this profile.