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Building 2BRIGHT PORTFOLIOS, LLC

Map pinLEE'S SUMMIT, MO
Phone877-274-7678
NotebookSEC #801-131622
Total AUM
$135.7M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 SE 2ND ST
LEE'S SUMMIT
MO 64063
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-274-7678

ReceiptFinancials

Total AUM
$135.7M
Accounts
1
Discretionary
$135.7M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$135.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther Services
Other Services
MODEL MANAGEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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