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Andrew Michael Price

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan
Clean recordBRIGHT FINANCIAL ADVISORS, INC.
450 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 4549603Firm CRD# 107931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Michael Price · PORTAGE, MI
Registration
CRD #4549603 · BRIGHT FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Michael Price is a registered financial advisor based in PORTAGE, Michigan, affiliated with BRIGHT FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC.
AUM
$489M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4549603
Firm CRD# 107931
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Michael Price offer?
Andrew Michael Price specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Andrew Michael Price's credentials?
Andrew Michael Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Michael Price located?
Andrew Michael Price is based in PORTAGE, Michigan, working with BRIGHT FINANCIAL ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Andrew Michael Price charge for services?
Andrew Michael Price's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT FINANCIAL ADVISORS, INC.?
BRIGHT FINANCIAL ADVISORS, INC. has approximately 13 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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