Overview
Assets Under Management: $3.3 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 569
Average Client Assets: $3.7 million
Frequently Asked Questions
BRIGHTWORTH, 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 #109569), BRIGHTWORTH, LLC is subject to fiduciary duty under federal law.
BRIGHTWORTH, LLC is headquartered in ATLANTA, GA.
BRIGHTWORTH, LLC serves 569 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BRIGHTWORTH, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRIGHTWORTH, LLC manages $3.3 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BRIGHTWORTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 569
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.38%
Average Client Assets: $3.7 million
Total Client Accounts: 6,524
Discretionary Accounts: 6,524
Regulatory Filings
CRD Number: 109569
Filing ID: 1167521
Last Filing Date: 2018-03-29 10:31:00