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BRIGHTWATER ADVISORY, LLC
4613 W. North A St.
Tampa, Florida 33609
Tel: 813-251-6310
About BRIGHTWATER ADVISORY, LLC
BRIGHTWATER ADVISORY, LLC, formally registered with the SEC as BRIGHTWATER ADVISORY, LLC. The firm was established in 05/16/2017. They have over 1 offices throughout the country.
BRIGHTWATER ADVISORY, LLC is a Tampa, Florida based Financial Planning firm with nearly $240,215,320 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169806 |
| SEC# | 801-110500 |
| Assets Managed by Firm | $240,215,320 |
| No. of Clients | 681 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $240,215,320 |
| Individuals (other than high net worth individuals) | 159 | $35,653,120 |
| High net worth individuals | 111 | $196,975,348 |
| Pension and profit sharing plans | 3 | $1,673,140 |
| Charitable organizations | 2 | $4,222,081 |
| Corporations or other businesses | 6 | $1,691,631 |
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