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Home > Retirement Planners > michigan > portage > BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC.
450 W. Centre Avenue
Suite C
Portage, Michigan 49024
Tel: 269-373-2700
About BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC, formally registered with the SEC as BRIGHT FINANCIAL ADVISORS, INC. The firm was established in 01/20/2000. They have over 1 offices throughout the country.
BRIGHT FINANCIAL ADVISORS, INC. is a Portage, Michigan based Financial Planning firm with nearly $570,094,623 assets under management, offering retirement planning & investment advisory services to 2495 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107931 |
| SEC# | 801-57192 |
| Assets Managed by Firm | $570,094,623 |
| No. of Clients | 2495 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2495 | $570,094,623 |
| Individuals (other than high net worth individuals) | 457 | $152,450,387 |
| High net worth individuals | 183 | $417,330,347 |
| Charitable organizations | 2 | $313,889 |
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