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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bright Financial Advisors Inc
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| CRD # | 107931 |
| SEC # | 801-57192 |
| CIK # | 0002022456 |
| AUM | $570.1 M (2025-04-21) |
| Employees | 12 (17% Investors, 0% Brokers) |
| Phone | 269-373-2700 |
| Address | 450 W Centre Avenue Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 18.5 | ||
| Stryker Corp | 8.8 | ||
| World Currency Gold Trust | 4.5 | ||
| Eaton Corp Ltd | 4.2 | ||
| Apple Inc | 3.9 | ||
| Nvidia Corp | 3.5 | ||
| Amazon Com Inc | 1.5 | ||
| iShares Comex Gold Trust | 1.1 | ||
| Zoetis Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 152.5 |
| (b) Individuals (high net worth individuals) | 183 | 417.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,495 | 570.1 |
| By Discretionary | ||
| Discretionary | 2,495 | 570.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,495 | 570.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 570.1 | |
| Total | 2,495 | 570.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022456] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altus Wealth Group LLC
✚
|
CO | 0.6 |
|
Pinnacle Financial Group LLC
✚
|
IL | 0.6 |
|
ABLE Financial Group LLC
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|
AZ | 0.6 |
|
NWK Group Inc
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|
CA | 0.6 |
|
Core Wealth Advisors Inc
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|
FL | 0.6 |
|
Cornell Pochily Investment Advisors Inc
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|
NY | 0.6 |
|
Early McClintic & McMillan LLC
✚
|
TX | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Davidson Capital Management Inc
✚
|
TX | 0.6 |
|
Single Point Partners LLC
✚
|
MA | 0.6 |