# Bridgeport Financial Solutions

Bridgeport Financial Solutions is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://bridgeport-solutions.com/
- **LinkedIn:** https://www.linkedin.com/company/bridgeport-financial-solutions

## Regulatory record

- **CRD number:** 325485
- **SEC file number:** 801-127630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325485

## About

BRIDGEPORT FINANCIAL SOLUTIONS is an SEC-registered investment adviser in PHOENIX, AZ, registered since 2023. The firm manages $1.0 billion in assets. It has 9 employees and 9 investment advisers.

## Questions

### Who runs investment decisions at Bridgeport Financial Solutions?

No principals, investment committee members, or staff have been identified through public records, regulatory filings, or media coverage. The firm has not named a CEO, CIO, or managing director in any accessible venue.

### Does Bridgeport Financial Solutions participate in fund commitments or only direct deals?

No investment activity of any kind — direct deals, fund commitments, co-investments, or secondaries — has been attributed to Bridgeport Financial Solutions in any verifiable source.

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- [Sequence Wealth Management](https://altss.com/profile/sequence-wealth-management)
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Last updated: 2026-08-10T23:49:37.812Z

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