Overview
Assets Under Management: $570 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 2
Average Client Assets: $76 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.74
Average High-Net-Worth Client Assets: $76 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