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Building 2BRIGHT ROAD WEALTH MANAGEMENT, LLC

Map pinANCHORAGE, AK
Phone(907) 339-1555
NotebookSEC #801-117890
Total AUM
$443.3M
Employees
13
Clients
623

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 W. 36TH AVENUE
SUITE 212
ANCHORAGE
AK 99503
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
(907) 339-1555
Other Offices
6

ReceiptFinancials

Total AUM
$443.3M
Accounts
2,182
Discretionary
$431.7M
Accounts
2,174
Non-Discretionary
$11.6M
Accounts
8

ContactClients

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Individual Clients
510
AUM
$161.9M
HNW Individual Clients
104
AUM
$256.1M
Pension/Profit Sharing Plan Clients
8
AUM
$11.6M
Charitable Organization Clients
1
AUM
$13.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACODCNETXWA

HandshakeAffiliates

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

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