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Building 2BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Map pinWEBSTER, NY
Phone(585) 231-1595
NotebookSEC #801-108869
Total AUM
$294.5M
Employees
14
Clients
885

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1630 EMPIRE BLVD.
SUITE 100
WEBSTER
NY 14580
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(585) 231-1595
Other Offices
6

ReceiptFinancials

Total AUM
$294.5M
Accounts
1,401
Discretionary
$293.5M
Accounts
1,400
Non-Discretionary
$996.5K
Accounts
1

ContactClients

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Individual Clients
774
AUM
$173.3M
HNW Individual Clients
105
AUM
$119.7M
Pension/Profit Sharing Plan Clients
2
AUM
$511.4K
Charitable Organization Clients
2
AUM
$795.9K
Corporation or Business Clients
2
AUM
$259.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILINMAMDMEMINHNJNYPASCTNTXVAVTWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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