Adviser Profile

As of Date 09/14/2026
Registration SEC, Approved, 06/26/2026
Other registrations (6)
Former registrations

BRIDGEVIEW CAPITAL ADVISORS, INC.

ADV Location EL DORADO HILLS, CA, United States
Contact Info 916 xxxxxxx
Websites
AUM* 122,177,138
of that, discretionary 50,134,409
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 286,129
% High Net Worth 29.41%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees