BridgePort Surpasses $2 Billion in Total AUA in 2024
Investments and acquisitions solidify BridgePort's role as a platform provider and leader in creative succession planning and organic growth solutions. BridgePort Financial Solutions (“BridgePort”), a registered investment adviser firm dedicated to providing optionality to succession planning, advisory platforms, and organic growth support to fee-only independent advisors, completed two additional acquisitions in the fourth quarter of […]