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Building 2BRIGHTWATER ADVISORY, LLC

Map pinTAMPA, FL
Phone813-251-6310
NotebookSEC #801-110500
Total AUM
$303.8M
Employees
5
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4613 W. NORTH A ST.
TAMPA
FL 33609
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
813-251-6310

ReceiptFinancials

Total AUM
$303.8M
Accounts
718
Discretionary
$292.9M
Accounts
701
Non-Discretionary
$10.8M
Accounts
17

ContactClients

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Individual Clients
146
AUM
$29M
HNW Individual Clients
127
AUM
$264.3M
Pension/Profit Sharing Plan Clients
3
AUM
$3.1M
Charitable Organization Clients
2
AUM
$4.6M
Corporation or Business Clients
7
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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