BridgePoint Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

3635 29th St SE, Kentwood, Michigan, 495...

Phone Number

(616) 855-8652

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About BridgePoint Wealth Management

BridgePoint Wealth Management is a financial services firm that focuses on providing independent investment advice aimed at achieving long-term results for its clients. The company offers a range of services including financial planning, retirement planning, small business retirement plans, divorce planning, and insurance planning. They are dedicated to supporting and educating clients with a consultative approach, ensuring high levels of integrity and respect. Their intended clients include individuals and organizations seeking comprehensive financial guidance and retirement solutions.Explore more
BridgePoint Wealth Management's Social MediaPopular SearchesBridgepoint Wealth ManagementBridgePoint WealthBridgepoint Group LLCLisa Dean Investments LLCCr & Associates Dba Bridgepoint Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

BridgePoint Wealth Management Org Chart

PhoneEmail
EH
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Director, Operations

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KH
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BridgePoint Wealth Manage...

<$5M
1-10
Private
-
2011
EH
Elizabeth HuntingDirector, Operations
<$5M
11-50
Private
-
-
LH
Loy HibbsFounder & Chief Investment Officer
<$5M
1-10
Private
-
-
BC
Brad CurrieManager, Operations & Financial Associate & Advisor
<$5M
1-10
Private
-
-
BT
Benjamin ThieleClient Relationship Manager
<$5M
1-10
Private
-
2011
KE
Kelsey EricksonFinancial Advisor
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
-
CH
Cameron HealdFinancial Advisor & Planning Intern
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BridgePoint Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BridgePoint Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BridgePoint Wealth Management.

BridgePoint Wealth Management Tech Stack

A closer look at the technologies used by BridgePoint Wealth Management

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Frequently Asked Questions Regarding BridgePoint Wealth Management

What is BridgePoint Wealth Management's official website?
BridgePoint Wealth Management's official website is www.bridgepointwm.com
What is BridgePoint Wealth Management's Revenue?
BridgePoint Wealth Management's revenue is <$5 Million
What is BridgePoint Wealth Management's SIC code?
BridgePoint Wealth Management's SIC: 62,628
What is BridgePoint Wealth Management's NAICS code?
BridgePoint Wealth Management's NAICS: 52,523
How many employees does BridgePoint Wealth Management have?
BridgePoint Wealth Management has 1-10 employees
What industry does BridgePoint Wealth Management belong to?
BridgePoint Wealth Management is in the industry of: Finance, Securities Trading
What is BridgePoint Wealth Management competition?
BridgePoint Wealth Management top competitors include: Gray Barkosky Group, Waddell & Reed, Indy Wealth Advisors, Alliance Wealth Management
What technology does BridgePoint Wealth Management use?
Some of the popular technologies that BridgePoint Wealth Management uses are: Drupal, reCAPTCHA, Google Universal Analytics, Proofpoint
How do I contact BridgePoint Wealth Management?
BridgePoint Wealth Management contact info: Phone number: (616) 855-8652 Website: www.bridgepointwm.com
What does BridgePoint Wealth Management do?

BridgePoint Wealth Management is a financial services firm that focuses on providing independent investment advice aimed at achieving long-term results for its clients. The company offers a range of services including financial planning, retirement planning, small business retirement plans, divorce planning, and insurance planning. They are dedicat... ed to supporting and educating clients with a consultative approach, ensuring high levels of integrity and respect. Their intended clients include individuals and organizations seeking comprehensive financial guidance and retirement solutions.Read More

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

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