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BRIDGEVIEW CAPITAL ADVISORS, INC.
CRD 6290 · SEC 801-136584
5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA, 95762, United States
Phone
916-235-6857
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$114.1M
Discretionary AUM
$26.4M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $28.7M |
| High net worth individuals | 44 | $84.8M |
| Corporations/business entities | 1 | $680K |
All web addresses on file
Official SEC filing: View on IAPD