Overview
Assets Under Management: $195 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 64
Average Client Assets: $1.3 million
Frequently Asked Questions
BRIGHTON SECURITIES CAPITAL MANAGEMENT, 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 #314111), BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. is headquartered in ROCHESTER, NY.
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. serves 64 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. manages $195 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.63%
Average Client Assets: $1.3 million
Total Client Accounts: 875
Discretionary Accounts: 875
Regulatory Filings
CRD Number: 314111
Filing ID: 1854826
Last Filing Date: 2024-03-25 16:53:00