Overview
Assets Under Management: $853 million
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 102
Average Client Assets: $8 million
Frequently Asked Questions
BRIGHTSIDE ADVISORY PARTNERS, 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 #305389), BRIGHTSIDE ADVISORY PARTNERS, LLC is subject to fiduciary duty under federal law.
BRIGHTSIDE ADVISORY PARTNERS, LLC is headquartered in BALTIMORE, MD.
BRIGHTSIDE ADVISORY PARTNERS, LLC serves 102 high-net-worth clients according to their SEC filing dated July 11, 2024. View client details ↓
According to their SEC Form ADV, BRIGHTSIDE ADVISORY PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BRIGHTSIDE ADVISORY PARTNERS, LLC manages $853 million in client assets according to their SEC filing dated July 11, 2024.
According to their SEC Form ADV, BRIGHTSIDE ADVISORY PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.95
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 486
Discretionary Accounts: 364
Non-Discretionary Accounts: 122
Regulatory Filings
CRD Number: 305389
Last Filing Date: 2024-07-11 00:00:00
Website: https://brightsidepartnersllc.com