Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > webster > BRIGHT FUTURES WEALTH MANAGEMENT, LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
1630 Empire Blvd.
Suite 100
Webster, New York 14580
Tel: (585) 231-1595
About BRIGHT FUTURES WEALTH MANAGEMENT, LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLC, formally registered with the SEC as BRIGHT FUTURES WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2017. They have over 8 offices throughout the country.
BRIGHT FUTURES WEALTH MANAGEMENT, LLC is a Webster, New York based Financial Planning firm with nearly $388,387,230 assets under management, offering retirement planning & investment advisory services to 1842 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284920 |
| SEC# | 801-108869 |
| Assets Managed by Firm | $388,387,230 |
| No. of Clients | 1842 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1842 | $388,387,230 |
| Individuals (other than high net worth individuals) | 876 | $203,158,007 |
| High net worth individuals | 144 | $184,011,205 |
| Pension and profit sharing plans | 3 | $209,966 |
| Charitable organizations | 2 | $224,723 |
| Corporations or other businesses | 3 | $783,329 |
More Retirement Planning firms in Webster, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Webster, New York