Brightworth LLC

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Assets, Funds, Holdings

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CAFR Data
Brightworth LLC
CRD #109569
SEC #801-57003
CIK #1656666
AUM $4.0 BB (100% Disc, 100% US, 2020-03-27)
Employees64 (45% Investors, 0% Brokers)
Phone404-760-9000
Address3344 Peachtree Road, NE
Atlanta, GA 30326
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IVV 142.9
IWF 31.4
XLK 25.7
VTI 8.8
AAPL 1,372,810.0 8.1
V 411,370.0 7.8
AMT 108,140.0 7.6
JNJ 381,110.0 7.4
YUM 26,500.0 7.4
BA 81,670.0 7.0
View All
Holdings by Sector ($)
0.50.40.30.20.10.02015201620182020
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Geneos Wealth Management Inc
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A I M Capital Management Inc
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Index Fund Advisors Inc
CA 4.0
Todd Asset Management LLC
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Northwest Capital Management Inc
OR 4.0
HBK Sorce Advisory LLC
PA 4.0
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