|
⚲
|
| Bright Angel Advisors LLC
✚
|
|
|---|---|
| CRD # | 311704 |
| SEC # | 801-120036 |
| CIK # | |
| AUM | $172.7 MM (2024-01-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 612-372-0090 |
| Address | 3900 Northwoods Dr St Paul, MN 55112 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.1 |
| (b) Individuals (high net worth individuals) | 20 | 169.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 172.7 |
| By Discretionary | ||
| Discretionary | 98 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 98 | 172.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Institution Services LLC
✚
|
NV | 0.2 |
|
McBroom & Associates LLC
✚
|
NV | 0.2 |
|
Shelter Rock Management LLC
✚
|
NY | 0.2 |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.2 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
|
Ascend Interplay LLC
✚
|
NY | 0.2 |
|
JHP Wealth Management LLC
✚
|
CO | 0.2 |
|
ETRE LLC
✚
|
MA | 0.2 |
|
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 0.2 |
|
Quantitative Strategies Inc
✚
|
CA | 0.2 |