Overview
Assets Under Management: $200 million
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 18
Average Client Assets: $11 million
Frequently Asked Questions
BRIGHT ANGEL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311704), BRIGHT ANGEL ADVISORS LLC is subject to fiduciary duty under federal law.
BRIGHT ANGEL ADVISORS LLC is headquartered in ST. PAUL, MN.
BRIGHT ANGEL ADVISORS LLC serves 18 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, BRIGHT ANGEL ADVISORS LLC offers portfolio management for individuals. View all service details ↓
BRIGHT ANGEL ADVISORS LLC manages $200 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, BRIGHT ANGEL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.77
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 311704
Last Filing Date: 2025-01-10 00:00:00
Website: https://barrett.cpa