BRIDGE CITY CAPITAL, LLC

One Centerpointe Drive, Suite 565
Lake Oswego, Oregon 97035
Tel: 503-265-8554

About BRIDGE CITY CAPITAL, LLC

BRIDGE CITY CAPITAL, LLC, formally registered with the SEC as BRIDGE CITY CAPITAL, LLC. The firm was established in 05/11/2015. They have over 1 offices throughout the country.

BRIDGE CITY CAPITAL, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $267,219,739 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148828
SEC#	801-96252
Assets Managed by Firm	$267,219,739
No. of Clients	41
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	41	$267,219,739
High net worth individuals	23	$26,861,081
Pension and profit sharing plans	3	$24,104,752
Charitable organizations	5	$38,687,333

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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