BRIDGEMARK WEALTH MANAGEMENT
  • BRIDGEMARK WEALTH MANAGEMENT
  • MONUMENTAL FINANCIAL GROUP INC.

Adviser Profile

As of Date 12/12/2024
Registration status Terminated
ADV Location ROCKVILLE, MD, United States
Contact Info (30 xxxxxxx
Websites
AUM* 216,299,984 25%
of that, discretionary 216,299,984 25%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 240,869 9%
% High Net Worth 13.03% -28%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

216M 185M 154M 124M 93M 62M 31M
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser KRONOS WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM27.1m #Funds-
Adviser SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM284.2m #Funds-
Adviser VIA IV INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM221.8m #Funds-
Adviser MONTGOMERY CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM130.1m #Funds-
Adviser WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM694.3m #Funds-
Adviser FORNESS FINANCIAL LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM202.8m #Funds-
Adviser SCARBOROUGH CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.6b #Funds-
Adviser TRUNORTH FINANCIAL SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM309.5m #Funds-
Adviser DIVERSIFIED RESOURCES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM268.8m #Funds-
Adviser AMAZZ INVESTMENT MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM78.3m #Funds-