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BRIDGE THE GAP RETIREMENT PLANNERS
BRIDGE THE GAP RETIREMENT PLANNERS LLC
CRD 316508
2655 FIRST STREET, SUITE 250, SIMI VALLEY, CA, 93065, United States
Phone
805-304-9459
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.1M
Discretionary AUM
$49.1M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $8.1M |
| High net worth individuals | 20 | $41.0M |
All web addresses on file
Official SEC filing: View on IAPD