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BRIGHTHOUSE INVESTMENT ADVISERS, LLC

11225 North Community House Rd
Charlotte, North Carolina 28277
Tel: 980-949-4301

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About BRIGHTHOUSE INVESTMENT ADVISERS, LLC

BRIGHTHOUSE INVESTMENT ADVISERS, LLC, formally registered with the SEC as BRIGHTHOUSE INVESTMENT ADVISERS, LLC. The firm was established in 09/21/1994. They have over 1 offices throughout the country.

BRIGHTHOUSE INVESTMENT ADVISERS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $137,561,001,775 assets under management, offering retirement planning & investment advisory services to 6685 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107312
SEC#801-47459
Assets Managed by Firm$137,561,001,775
No. of Clients6685
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Other (FOR SERVICES DESCRIBED IN ITEM 5 (G)(12), THERE IS NO FEE.)

Advisory Services Provided

  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (ASSET ALLOCATION SERVICES FOLLOWING THE RECOMMENDATIONS OF AN INDEPENDENT THIRD-PARTY CONSULTANT.)

Firm Client Information

No. of ClientsAUM
Firm Total6685$137,561,001,775
Individuals (other than high net worth individuals)6612$1,409,235,280

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