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Home > Retirement Planners > alabama > auburn > BRIGHT INVESTMENTS, LLC
BRIGHT INVESTMENTS, LLC
570 Devall Drive
Suite 303
Auburn, Alabama 36832
Tel: 334-321-2321
About BRIGHT INVESTMENTS, LLC
BRIGHT INVESTMENTS, LLC, formally registered with the SEC as BRIGHT INVESTMENTS, LLC. The firm was established in 04/16/2021. They have over 5 offices throughout the country.
BRIGHT INVESTMENTS, LLC is a Auburn, Alabama based Financial Planning firm with nearly $131,555,993 assets under management, offering retirement planning & investment advisory services to 114 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269955 |
| SEC# | 801-120845 |
| Assets Managed by Firm | $131,555,993 |
| No. of Clients | 114 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 114 | $131,555,993 |
| Individuals (other than high net worth individuals) | 22 | $10,486,296 |
| High net worth individuals | 32 | $37,282,474 |
| Charitable organizations | 4 | $248,351 |
| Corporations or other businesses | 6 | $83,538,872 |
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