Bridgers Schill Wealth Management Group, LLC (Moorestown)

Name: Bridgers Schill Wealth Management Group, LLC
Address: 110 Marter Ave, Suite 410, Moorestown, NJ, 08057
Telephone: 856-500-2900

Bridgers Schill Wealth Management Group, LLC is a large advisory firm based in Moorestown. It manages $205.14 million of regulatory assets for 1,331 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Delaware, and 19 other states.

Bridgers Schill Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bridgers Schill Wealth Management Group: assets under management

The assets under management (AUM) of Bridgers Schill Wealth Management Group, LLC is $205.14 million. The firm's AUM has gone down by -7% since the beginning of its operation, and $590.59 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $158.91 million in discretionary accounts and $46.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $106.28 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is state and local bonds, which make up 46% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bridgers Schill Wealth Management Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bridgers Schill Wealth Management Group serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Bridgers Schill Wealth Management Group is individuals with 491 clients and $81.79 million of assets under management. Among the 8 most similar advisory firms, Bridgers Schill Wealth Management Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $205.14 million for 555 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Bridgers Schill Wealth Management Group doesn't advise any private funds.

Careers at Bridgers Schill Wealth Management Group, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Clay Bridgers	Managing member and chief compliance officer	1 Oct 2015	75% - 100%	1243406
Vaughn Raye Schill	Managing member	1 Mar 2016	50% - 75%	4316656

Based in Moorestown

The principal office where Bridgers Schill Wealth Management Group, LLC performs its advisory services is located at 110 Marter Ave, Suite 410, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-500-2900 or by fax 856-210-7230. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at bridgerswealthmanagement.com.