Unclaimed Profile

Benjamin J Malick

BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, Missouri

Clean recordBRIGHT PORTFOLIOS, LLC

11 SE 2ND ST, LEE'S SUMMIT, MO 64063CRD# 5582004Firm CRD# 288605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin J Malick · LEE'S SUMMIT, MO

Registration

CRD #5582004 · BRIGHT PORTFOLIOS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BRIGHT PORTFOLIOS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5582004

Firm CRD# 288605

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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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