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Building 2BRIGHT FINANCIAL ADVISORS, INC.

Map pinPORTAGE, MI
Phone269-373-2700
NotebookSEC #801-57192
Total AUM
$725.5M
Employees
12
Clients
665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 W. CENTRE AVENUE
SUITE C
PORTAGE
MI 49024
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
269-373-2700

ReceiptFinancials

Total AUM
$725.5M
Accounts
3,619
Discretionary
$725.5M
Accounts
3,619
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
440
AUM
$160.7M
HNW Individual Clients
223
AUM
$564.6M
Charitable Organization Clients
2
AUM
$216.2K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILLAMINDNENYOHTNTXVA

HandshakeAffiliates

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

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