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Home > Retirement Planners > washington > seattle > BRIGHTON JONES LLC
BRIGHTON JONES LLC
2030 1st Avenue
3rd Floor
Seattle, Washington 98121
Tel: 206-258-5000
About BRIGHTON JONES LLC
BRIGHTON JONES LLC, formally registered with the SEC as BRIGHTON JONES LLC. The firm was established in 01/03/2000. They have over 19 offices throughout the country.
BRIGHTON JONES LLC is a Seattle, Washington based Financial Planning firm with nearly $12,488,348,504 assets under management, offering retirement planning & investment advisory services to 2978 clients. The firm is staffed with 241 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108601 |
| SEC# | 801-57087 |
| Assets Managed by Firm | $12,488,348,504 |
| No. of Clients | 2978 |
| No. of Advisors | 241 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2978 | $12,488,348,504 |
| Individuals (other than high net worth individuals) | 665 | $375,262,973 |
| High net worth individuals | 2242 | $11,262,762,585 |
| Pension and profit sharing plans | 69 | $787,472,725 |
| Charitable organizations | 7 | $13,716,573 |
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