RIA · CRD 174840SEC-Registered

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Bridge Financial Planning, LLC

Bridge Financial Planning, LLC is an SEC-registered investment adviser in Chattanooga, TN, registered since 2025. The firm manages approximately $100 million...

Bridge Financial Planning, LLC

Bridge Financial Planning, LLC is an SEC-registered investment adviser in Chattanooga, TN, registered since 2025. The firm manages approximately $100 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Sector focus

Financial PlanningWealth Management

Frequently asked questions

Who runs Bridge Financial Planning, LLC?

No named principal is publicly available in primary sources such as the firm's website or SEC filings. The firm's ownership structure and leadership remain undisclosed in the public record, which limits further detail.

Does Bridge Financial Planning, LLC publicly disclose its AUM?

No. The firm does not publicly disclose its AUM, deployment figures, or client count in any verifiable primary document. As a result, its scale is considered Undisclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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