Bridgemark Strategies

Business Services · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

10901 Lethco Way, Charlotte, North Carol...

Phone Number

(704) 288-4008

Website

www.bridgemarkstrategies.com

Revenue

<$5 Million

Industry

Business Services Project Management Human Resources Management Systems (HRMS)

About Bridgemark Strategies

Bridgemark Strategies specializes in guiding financial professionals through pivotal career transitions, including evaluating broker-dealers, RIAs, and custodians. With over 200 years of combined experience, they focus on helping advisors find the right cultural and financial fit for their businesses. Their services include broker-dealer and RIA searches, mergers and acquisitions, and business valuation strategies. The firm is dedicated to ensuring that financial advisors make informed decisions that align with their goals and the needs of their clients.Explore more
Bridgemark Strategies's Social MediaSIC Code 87,874NAICS Code 54,541Show more

Bridgemark Strategies Org Chart

JN
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Jeff Nash

Chief Executive Officer & Co-Founder

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CE
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Collin Evans

Senior Vice President

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Timari Robison

Managing Director

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Brett Waterfield

Managing Director

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Paul Wickert

Managing Director

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JH
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Jason Hawn

Managing Director

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BS
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Brian Shulstad

Managing Director

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Emily Barrowclough

Vice President, Marketing

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Ibiza Troya

Executive Assistant

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Compare insights from companies similar to Bridgemark Strategies, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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<$5M
1-10
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-
2014
JN
Jeff NashCEO & Co-Founder
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George BradtCEO & Founder
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Courtney DyessVice President
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Strategic Club Solutions
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Lisa RobbinsInterim Chief Financial Officer
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1995
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Ray WilliamsCEO
Illustration of an envelope

Bridgemark Strategies Tech Stack

A closer look at the technologies used by Bridgemark Strategies

WordPress.org

By

Automattic
reCAPTCHA

By

Google
PHP

By

PHP
Google Cloud Web Serving

By

Google
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Frequently Asked Questions Regarding Bridgemark Strategies

What is Bridgemark Strategies's official website?
Bridgemark Strategies's official website is www.bridgemarkstrategies.com What is Bridgemark Strategies's Revenue?
Bridgemark Strategies's revenue is <$5 Million What is Bridgemark Strategies's SIC code?
Bridgemark Strategies's SIC: 87,874 What is Bridgemark Strategies's NAICS code?
Bridgemark Strategies's NAICS: 54,541 How many employees does Bridgemark Strategies have?
Bridgemark Strategies has 1-10 employees What industry does Bridgemark Strategies belong to?
Bridgemark Strategies is in the industry of: Business Services, Project Management, Human Resources Management Systems (HRMS) What is Bridgemark Strategies competition?
Bridgemark Strategies top competitors include: WealthGuard, PrimeGenesis, Human Capital Resources, Investor Economics What technology does Bridgemark Strategies use?
Some of the popular technologies that Bridgemark Strategies uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving How do I contact Bridgemark Strategies?
Bridgemark Strategies contact info: Phone number: (704) 288-4008 Website: www.bridgemarkstrategies.com What does Bridgemark Strategies do?

Bridgemark Strategies specializes in guiding financial professionals through pivotal career transitions, including evaluating broker-dealers, RIAs, and custodians. With over 200 years of combined experience, they focus on helping advisors find the right cultural and financial fit for their businesses. Their services include broker-dealer and RIA se... arches, mergers and acquisitions, and business valuation strategies. The firm is dedicated to ensuring that financial advisors make informed decisions that align with their goals and the needs of their clients.Read More

 What are Bridgemark Strategies social media links?
Bridgemark Strategies Linkedin page Bridgemark Strategies Facebook page Is Bridgemark Strategies a public company?
Bridgemark Strategies is private company therefore does not currently have an official ticker symbol
See more information about Bridgemark Strategies

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