Overview
Assets Under Management: $570 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 183
Average Client Assets: $2 million
Frequently Asked Questions
BRIGHT FINANCIAL ADVISORS, INC. 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 #107931), BRIGHT FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
BRIGHT FINANCIAL ADVISORS, INC. is headquartered in PORTAGE, MI.
BRIGHT FINANCIAL ADVISORS, INC. serves 183 high-net-worth clients according to their SEC filing dated April 21, 2025. View client details ↓
According to their SEC Form ADV, BRIGHT FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BRIGHT FINANCIAL ADVISORS, INC. manages $570 million in client assets according to their SEC filing dated April 21, 2025.
According to their SEC Form ADV, BRIGHT FINANCIAL ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,495
Discretionary Accounts: 2,495
Regulatory Filings
CRD Number: 107931
Filing ID: 1979756
Last Filing Date: 2025-04-21 09:59:00
Website: https://brightfinancialadvisors.com