Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in Portage, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Portage, Michigan