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Benjamin J Malick

BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, Missouri
Unclaimed Profile
11 SE 2ND ST, LEE'S SUMMIT, MO 64063CRD# 5582004Firm CRD# 288605
01

About

Benjamin J Malick is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with BRIGHT PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
BRIGHT PORTFOLIOS, LLC
BRIGHT PORTFOLIOS, LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BRIGHT PORTFOLIOS, LLC →
Services
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5582004
Firm CRD# 288605
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin J Malick offer?
Benjamin J Malick specializes in Investment Management, Fee-Only Advisory. Contact their office in LEE'S SUMMIT, Missouri for a consultation.
What are Benjamin J Malick's credentials?
Benjamin J Malick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin J Malick located?
Benjamin J Malick is based in LEE'S SUMMIT, Missouri, working with BRIGHT PORTFOLIOS, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.
How does Benjamin J Malick charge for services?
Benjamin J Malick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT PORTFOLIOS, LLC?
BRIGHT PORTFOLIOS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Troy Roland Schuster — CAPITAL INVESTMENT MANAGEMENT, INCWayne Howard Vandeusen — CAPITAL INVESTMENT MANAGEMENT, INCDavid Max Garrison — CAPITAL INVESTMENT MANAGEMENT, INCStephen Stricklin — BRIGHT PORTFOLIOS, LLCJonathan Grant Garlow — STRONGBOX WEALTH, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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