Bridgeport Financial Solutions LLC
● SEC registered since 2023CRD 325485SEC# 801-127630Phoenix, AZ
Reg. AUM
$1.05B
Employees
9
Accounts
2,755
Location
Phoenix, AZ
Bridgeport Financial Solutions LLC assets under management
Bridgeport Financial Solutions LLC is an investment advisory firm registered with the SEC based in Phoenix, AZ. The firm has been registered since 2023. It reports $1 billion in regulatory assets under management and employs 9 people.
Bridgeport Financial Solutions LLC owners & executives
16 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Bridgeport Financial Solutions LLC manage?
Bridgeport Financial Solutions LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Bridgeport Financial Solutions LLC have?
Bridgeport Financial Solutions LLC reports 9 employees.
Where is Bridgeport Financial Solutions LLC located?
Bridgeport Financial Solutions LLC is based in Phoenix, AZ and has been SEC-registered since 2023.
Does Bridgeport Financial Solutions LLC disclose fund performance?
Bridgeport Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 | No |
Regulatory AUM
$1.05B▲ 116%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.04BNon-discretionary $10.8M