BRIGHTSIDE PARTNERS

6300 Blair Hill Lane
Suite 302
Baltimore, Maryland 21209
Tel: (410) 989-7500

About BRIGHTSIDE PARTNERS

BRIGHTSIDE PARTNERS, formally registered with the SEC as BRIGHTSIDE PARTNERS. The firm was established in 10/15/2019. They have over 2 offices throughout the country.

BRIGHTSIDE PARTNERS is a Baltimore, Maryland based Financial Planning firm with nearly $853,105,653 assets under management, offering retirement planning & investment advisory services to 486 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305389
SEC#	801-117479
Assets Managed by Firm	$853,105,653
No. of Clients	486
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees
Other (A PERCENTAGE OF ASSETS ADVISED ON)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	486	$853,105,653
Individuals (other than high net worth individuals)	6	$393,209
High net worth individuals	102	$852,712,444

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