Overview
Assets Under Management: $132 million
Headquarters: AUBURN, AL
High-Net-Worth Clients: 32
Average Client Assets: $1.2 million
Frequently Asked Questions
BRIGHT INVESTMENTS, 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 #269955), BRIGHT INVESTMENTS, LLC is subject to fiduciary duty under federal law.
BRIGHT INVESTMENTS, LLC is headquartered in AUBURN, AL.
BRIGHT INVESTMENTS, LLC serves 32 high-net-worth clients according to their SEC filing dated April 01, 2024. View client details ↓
According to their SEC Form ADV, BRIGHT INVESTMENTS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BRIGHT INVESTMENTS, LLC manages $132 million in client assets according to their SEC filing dated April 01, 2024.
According to their SEC Form ADV, BRIGHT INVESTMENTS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.34%
Average Client Assets: $1.2 million
Total Client Accounts: 114
Discretionary Accounts: 107
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 269955
Filing ID: 1861215
Last Filing Date: 2024-04-01 08:14:00