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Building 2BRIGHTHOUSE INVESTMENT ADVISERS, LLC

Map pinCHARLOTTE, NC
Phone980-949-4641
NotebookSEC #801-47459
Total AUM
$132.6B
Employees
29
Clients
5,705

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
11225 NORTH COMMUNITY HOUSE RD
CHARLOTTE
NC 28277
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
980-949-4641

ReceiptFinancials

Total AUM
$132.6B
Accounts
5,705
Discretionary
$131.2B
Accounts
72
Non-Discretionary
$1.4B
Accounts
5,633

ContactClients

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Individual Clients
5,633
AUM
$1.4B
Investment Company Clients
72
AUM
$131.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION SERVICES FOLLOWING THE RECOMMENDATIONS OF AN INDEPENDENT THIRD-PARTY CONSULTANT.
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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