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⚲
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| Bright Financial Advisors Inc
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|
|
|---|---|
| CRD # | 107931 |
| SEC # | 801-57192 |
| CIK # | |
| AUM | $398.6 MM (2023-02-08) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 269-373-2700 |
| Address | 450 W Centre Avenue Portage, MI 49024 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 145.2 |
| (b) Individuals (high net worth individuals) | 125 | 252.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,753 | 398.6 |
| By Discretionary | ||
| Discretionary | 2,753 | 398.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,753 | 398.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 398.6 | |
| Total | 2,753 | 398.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clear Rock Advisors LLC
✚
|
TX | 0.4 |
|
Little House Capital LLC
✚
|
MA | 0.4 |
|
Gradient Securities LLC
✚
|
MN | 0.4 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.4 |
|
5C Capital Management LLC
✚
|
NJ | 0.4 |
|
Verum Partners LLC
✚
|
NC | 0.4 |
|
Vishria Bird Financial Group LLC
✚
|
TN | 0.4 |
|
Lazari Capital Management Inc
✚
|
CA | 0.4 |
|
Highmark Wealth Management LLC
✚
|
MN | 0.4 |
|
Cordatus Wealth Management LLC
✚
|
PA | 0.4 |