Bridgeview Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$121,399,521
Clients
151
Advisors
2
of 2 employees
About
Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning and pension consulting to individuals, high-net-worth clients, and corporate pension and profit‑sharing plans. The firm manages mutual funds, stocks, bonds and other listed equities and reports $122,177,138 in assets under management.
Bridgeview uses fundamental and technical analysis and generally implements broad asset‑allocation strategies using mutual funds with rebalancing, holding securities for both long and short horizons as appropriate. The firm offers both discretionary and non‑discretionary management; according to its ADV, $72,042,729 of client assets are managed on a non‑discretionary basis versus $50,134,409 managed discretionarily.
Noteworthy features include a long operating history (in business since 1972) and a recent transition from state to SEC registration, and pension consulting services to qualified retirement plans that are generally included in plan advisory fees. The firm provides periodic written communications—such as annual summaries of material changes and access to quarterly reports—and does not vote client proxies, leaving proxy voting to the clients.
Client services
Expertise
Fee options
$0 - $250,000: 1.5% $250,001 - $500,000: 1.0% $500,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
$350 per hour for Financial Planning and Hourly Consulting fees
Minimum fee: Minimum fee of $700 for Financial Planning Services
Main office
5170 Golden Foothill Parkway
El Dorado Hills CA 95762
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Bridgeview Capital Advisors, Inc. · Cgriffith, Tamblyn And Ichtertz, Inc. · Griffith, Tamblyn & Ichtertz, Inc. · Tamblyn & Associates, Inc. · William M Griffith Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ashley H
CFP®, Series 66
El Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
Ashley Hamman is a CFP® with four years of industry experience, currently serving at Bridgeview Capital Advisors, Inc. She previously worked at Charles Schwab and Charles Schwab Bank. Her background includes roles at the UC Davis Community Service Resource Center and the University of California, Davis. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting services to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing both discretionary and non-discretionary client assets.
David W
CFP®, Series 63, Series 65
El Dorado Hills, CA
Bridgeview Capital Advisors, Inc.
David Waldrop is a CFP® with 24 years of industry experience and has been with Bridgeview Capital Advisors, Inc. since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, dedicating limited time to insurance services through Bridgeview Insurance Services. Bridgeview Capital Advisors, Inc. provides investment advisory, financial planning, tax planning, and pension consulting to individuals, high-net-worth clients, and corporate plans. The firm employs fundamental and technical analysis with broad asset-allocation strategies, managing over $122 million in client assets through both discretionary and non-discretionary approaches.
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