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

More Retirement Planning firms in Auburn, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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