Bridge Advisory, LLC
Financial Services
Pasadena, California, United States
7 employees
- Employees
- 7
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Bridge Advisory, LLC Overview
- Headquarters
- Pasadena, California, United States
- Phone Number
- Available in AeroLeads
- Website
- bridgeadvisory.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2002
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Bridge Advisory, LLC
Bridge Advisory is a financial planning firm with over a 35-year legacy in Pasadena, California now serving clients spanning four generations and that reside across the country. At our core, we believe in improving the lives of those we serve, by providing comprehensive wealth management services; covering financial & retirement planning, investment management, and strategies that build, preserve and protect your total wealth. We live by the hallmarks of trust and transparency. We do this by offering a simple fee structure and by leveraging technology to give clients real-time access to their financial plans and progress toward their goals. We work with our clients as a team to provide expert advice, that is always clear, transparent and thoughtful. It is our goal to provide our clients the guidance, education and roadmap they need to make significant progress towards their personal financial goals and to maximize the enjoyment of their success now and in the future.
Bridge Advisory, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Bridge Advisory, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Bridge Advisory Partners | Owner at Bridge Advisory | Lawrenceburg, Indiana, United States |
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|
| Randy Pomeroy | Entreprenuer; Investor; Startup | San Mateo, California, United States |
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|
| Kris Cuyvers | Strategic Advisor - Ex-banker | Los Angeles, California, United States |
Email
Phone
|
| Dave Penniall | President & CEO at Bridge Advisory, Llc | Pasadena, California, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| IT | 1 | 1 | 1 |
| Executive | 1 | 1 | 1 |
Bridge Advisory, LLC Tech Stack
Data / AI
1 profile
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