| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Webber Control | Manager | Under 5% | 2023 |
| Andrea Lynn Shafer | Chief Supervision Officer | Under 5% | 2024 |
| Cambridge Investment Group, Inc. Control | Member | Over 75% | 2022 |
Bridgeport Financial Solutions LLC reports $484.5 million in regulatory assets under management on its Form ADV.
Bridgeport Financial Solutions LLC reports 11 employees.
Bridgeport Financial Solutions LLC is based in Phoenix, AZ and has been SEC-registered since 2023.
Bridgeport Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2700 N Central Ave, Suite 1200, Phoenix, AZ 85004 |
| Phone | 877-411-2737 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2031775 |
| Discloses disciplinary history | Yes |
| Discretionary | $484.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $484.5M |