Overview
Assets Under Management: $135.2 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 10
Average Client Assets: $141 million
Services Offered
Services: Portfolio Management for Companies, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.04
Average High-Net-Worth Client Assets: $141 million
Total Client Accounts: 6,200
Discretionary Accounts: 73
Non-Discretionary Accounts: 6,127
Regulatory Filings
CRD Number: 107312
Filing ID: 1955033
Last Filing Date: 2025-03-28 10:48:00
Website: https://brighthousefinancial.com