|
⚲
|
| Brighton Securities Corp
✚
| |
|---|---|
| CRD # | 3875 |
| SEC # | 801-62276 |
| CIK # | |
| AUM | $611.9 MM (2024-08-06) |
| Employees | 35 (83% Investors, 97% Brokers) |
| Phone | 585-473-3590 |
| Address | 1703 Monroe Avenue Rochester, NY 14618 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,026 | 242.9 |
| (b) Individuals (high net worth individuals) | 215 | 335.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 14.6 |
| (h) Charitable organizations | 9 | 6.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,108 | 611.9 |
| By Discretionary | ||
| Discretionary | 1,158 | 275.7 |
| Non-Discretionary | 950 | 336.2 |
| Total | 2,108 | 611.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 611.9 | |
| Total | 2,108 | 611.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Front Street Capital Management Inc
✚
|
MT | 0.6 |
|
Advisors Management Group Inc
✚
|
WI | 0.6 |
|
Peddock Capital Advisors LLC
✚
|
MA | 0.6 |
|
North Berkeley Wealth Management LLC
✚
|
CA | 0.6 |
|
Smithbridge Asset Management Inc
✚
|
PA | 0.6 |
|
Newman Dignan & Sheerar Inc
✚
|
RI | 0.6 |
|
Vantage Financial Partners LLC
✚
|
WI | 0.6 |
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.6 |
|
Sugarloaf Wealth Management LLC
✚
|
GA | 0.6 |
|
Fiduciary Family Office LLC
✚
|
FL | 0.6 |