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Bright Portfolios, LLC

● SEC registered since 2024CRD 288605SEC# 801-131622Lee's Summit, MO
Export (members)
Reg. AUM
$81.1M
Employees
4
Accounts
1
Location
Lee's Summit, MO

Bright Portfolios, LLC assets under management

Bright Portfolios, LLC is an investment advisory firm registered with the SEC based in Lee's Summit, MO. The firm has been registered since 2024. It reports $81.1 million in regulatory assets under management and employs 4 people.

Bright Portfolios, LLC owners & executives

6 reported
NameTitleOwnershipSince
Benjamin J Malick ControlChief Compliance Officer/ManagerUnder 5%2017
Stephen Stricklin ControlManagerUnder 5%2017
Three Nine Investments LLC ControlMember50-75%2017
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Frequently asked questions

How much does Bright Portfolios, LLC manage?

Bright Portfolios, LLC reports $81.1 million in regulatory assets under management on its Form ADV.

How many employees does Bright Portfolios, LLC have?

Bright Portfolios, LLC reports 4 employees.

Where is Bright Portfolios, LLC located?

Bright Portfolios, LLC is based in Lee's Summit, MO and has been SEC-registered since 2024.

Does Bright Portfolios, LLC disclose fund performance?

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

Contact & registration

Address11 SE 2nd St, Lee's Summit, MO 64063
Phone877-274-7678
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$81.1M
Non-discretionary$0
Total (RAUM)$81.1M