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Bridge Financial Planning, LLC

● SEC registered since 2025CRD 174840SEC# 801-130662
Export (members)
Reg. AUM
$93.3M
Employees
2
Accounts
307
Location
—

Bridge Financial Planning, LLC assets under management

Bridge Financial Planning, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $93.3 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/bridge-financial-planningView on SEC.gov ↗

Bridge Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jennifer Bryson Harper ControlPrincipal & CcoOver 75%2015

Frequently asked questions

How much does Bridge Financial Planning, LLC manage?

Bridge Financial Planning, LLC reports $93.3 million in regulatory assets under management on its Form ADV.

How many employees does Bridge Financial Planning, LLC have?

Bridge Financial Planning, LLC reports 2 employees.

Does Bridge Financial Planning, LLC disclose fund performance?

Bridge Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone423-933-2722
Office hoursBy Appointment
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$93.3M
Non-discretionary$0
Total (RAUM)$93.3M