|
⚲
|
| Brighton Securities Corp
✚
|
|
|---|---|
| CRD # | 3875 |
| SEC # | 801-62276 |
| CIK # | |
| AUM | $549.2 MM (2023-03-24) |
| Employees | 36 (69% Investors, 97% Brokers) |
| Phone | 585-473-3590 |
| Address | 1703 Monroe Avenue Rochester, NY 14618 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,177 | 253.9 |
| (b) Individuals (high net worth individuals) | 318 | 370.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.2 |
| (h) Charitable organizations | 8 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,058 | 640.9 |
| By Discretionary | ||
| Discretionary | 1,192 | 302.6 |
| Non-Discretionary | 866 | 338.3 |
| Total | 2,058 | 640.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.9 | |
| Total | 2,058 | 640.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |
|
CIC Wealth LLC
✚
|
MD | 0.6 |
|
Optima Asset Management Inc
✚
|
TX | 0.5 |
|
Sterling Financial Planning Inc
✚
|
NJ | 0.5 |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 0.5 |
|
Bass and Bell Inc
✚
|
AR | 0.5 |
|
Optas LLC
✚
|
TX | 0.5 |
|
Catalyst Financial Partners LLC
✚
|
MA | 0.5 |
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.5 |
|
Disciplined Investments LLC
✚
|
OK | 0.5 |