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Bright Financial Advisors, Inc.

● SEC registered since 2000CRD 107931SEC# 801-57192Portage, MI
Export (members)
Reg. AUM
$570.1M
Employees
12
Accounts
2,495
Location
Portage, MI

Bright Financial Advisors, Inc. assets under management

Bright Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Portage, MI. The firm has been registered since 2000. It reports $570.1 million in regulatory assets under management and employs 12 people.
www.brightfinancialadvisors.comView on SEC.gov ↗

Bright Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Andrew Michael Price ControlChief Compliance Officer/PresidentOver 75%2019
Brookes Lauren Welc ControlVice President10-25%2021

Frequently asked questions

How much does Bright Financial Advisors, Inc. manage?

Bright Financial Advisors, Inc. reports $570.1 million in regulatory assets under management on its Form ADV.

How many employees does Bright Financial Advisors, Inc. have?

Bright Financial Advisors, Inc. reports 12 employees.

Where is Bright Financial Advisors, Inc. located?

Bright Financial Advisors, Inc. is based in Portage, MI and has been SEC-registered since 2000.

Does Bright Financial Advisors, Inc. disclose fund performance?

Bright Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address450 W. Centre Avenue, Suite C, Portage, MI 49024
Phone269-373-2700
Fax269-345-5712
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$570.1M
Non-discretionary$0
Total (RAUM)$570.1M