Overview
Assets Under Management: $468 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 194
Average Client Assets: $1 million
Frequently Asked Questions
BRITE ADVISORS USA, 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 #155775), BRITE ADVISORS USA, INC. is subject to fiduciary duty under federal law.
BRITE ADVISORS USA, INC. is headquartered in NEW YORK, NY.
BRITE ADVISORS USA, INC. serves 194 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, BRITE ADVISORS USA, INC. offers portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
BRITE ADVISORS USA, INC. manages $468 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, BRITE ADVISORS USA, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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