Overview
Assets Under Management: $468 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 194
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 194
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.18
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 755
Non-Discretionary Accounts: 755
Regulatory Filings
CRD Number: 155775
Last Filing Date: 2024-12-09 00:00:00
Website: https://briteadvisors-usa.com