CI BRIGHTWORTH PRIVATE WEALTH
Total AUM
$5.4B
Employees
79Clients
2,302Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3344 PEACHTREE ROAD, NE
SUITE 2000
ATLANTA
GA 30326
United States
SUITE 2000
ATLANTA
GA 30326
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
404-760-9000
Other Offices
1
Financials
Total AUM
$5.4B
Accounts
7,498Discretionary
$5.4B
Accounts
7,498Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
692AUM
$597.3M
HNW Individual Clients
1,051AUM
$3.6B
Pension/Profit Sharing Plan Clients
507AUM
$969.7M
Charitable Organization Clients
5AUM
$55.1M
Corporation or Business Clients
47AUM
$136.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.