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Bridgemark Wealth Management
Rockville, Maryland
5.0
18 Reviews
Bridgemark Wealth Management, a trusted investment advisory firm located in Rockville, MD, caters to a diverse clientele of over 290 individuals, overseeing an impressive $173,261,000 in assets. With their headquarters strategically positioned in Rockville, the company operates from a single office. Alongside their core investment services, Bridgemark Wealth Management also acts as an insurance broker or agent, expanding their expertise in the financial landscape.
Notably, the firm excels in managing employer 401Ks and individual accounts, boasting substantial experience in this area. All of the assets entrusted to Bridgemark Wea...see more
Assets Under Mgmt
$173.26M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
Reviews for Bridgemark Wealth Management
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