A complete list of active advisors currently associated with Bridgeview Capital Advisors, Inc.

Warmer can help you find a great advisor at Bridgeview Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bridgeview Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.