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| Bright Financial Advisors Inc
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|
|
|---|---|
| CRD # | 107931 |
| SEC # | 801-57192 |
| CIK # | 0002022456 |
| AUM | $489.2 MM (2024-02-22) |
| Employees | 13 (23% Investors, 0% Brokers) |
| Phone | 269-373-2700 |
| Address | 450 W Centre Avenue Portage, MI 49024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 13.1 | ||
| SYK | 74,798.9 | 5.8 | |
| ETN | 51,598.7 | 3.7 | |
| AAPL | 2,382,844.0 | 3.5 | |
| NVDA | 399,550.0 | 2.8 | |
| GLDM | 2.7 | ||
| AMZN | 1,092,997.8 | 1.2 | |
| IAU | 0.8 | ||
| XOM | 385,508.3 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 463 | 165.7 |
| (b) Individuals (high net worth individuals) | 161 | 322.9 |
| (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 | 0.6 |
| (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 | 2,546 | 489.2 |
| By Discretionary | ||
| Discretionary | 2,546 | 489.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,546 | 489.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.2 | |
| Total | 2,546 | 489.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002022456] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brave Asset Management Inc
✚
|
NJ | 0.5 |
|
The Central Trust Bank
✚
|
MO | 0.5 |
|
Paulson Wealth Management Inc
✚
|
IL | 0.5 |
|
Hamel Associates Inc
✚
|
NJ | 0.5 |
|
Kelly Financial Services LLC
✚
|
MA | 0.5 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.5 |
|
Fischer Financial Services Inc
✚
|
PA | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.5 |
|
Central Valley Advisors LLC
✚
|
CA | 0.5 |