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FIRM PROFILE
Overview
BRIDGEWATER JAMES LIMITED, LLC is located at 15 Bayview Ave., Belvedere, CA 94920 and was first established at San Francisco, California in 01/03/2007. After operating for 19 years, BRIDGEWATER JAMES LIMITED, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BRIDGEWATER JAMES LIMITED, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BRIDGEWATER JAMES LIMITED, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BRIDGEWATER JAMES LIMITED, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BRIDGEWATER JAMES LIMITED, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BRIDGEWATER JAMES LIMITED, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BRIDGEWATER JAMES LIMITED, LLC Comes From
Understanding the Statistics for BRIDGEWATER JAMES LIMITED, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
15 Bayview Ave., Belvedere, CA 94920
15 Bayview Ave., Belvedere, CA 94920
Small
(415) 684-9466
California since 01/03/2007
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BENNINGTON, WILLIAM JAMES | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | ||
| COLLINS, ELIZABETH SARAH | CFO/FINOP | 4714831 |
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Advisor's working at BRIDGEWATER JAMES LIMITED, LLC
Elizabeth Sarah Collins
Registered Affiliation(s):FINANCIAL TELESIS INC
William James Bennington
Registered Affiliation(s):BRIDGEWATER JAMES LIMITED, LLC
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