BRIGHT ADVISORS
Total AUM
$128.2M
Employees
2Clients
178Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4950 S YOSEMITE ST F2 #394
GREENWOOD VILLAGE
CO 80111
United States
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
253-970-4935
Other Offices
1
Financials
Total AUM
$128.2M
Accounts
178Discretionary
$128.2M
Accounts
178Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
121AUM
$34.6M
HNW Individual Clients
57AUM
$93.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COCTMA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.