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BRIGHT FINANCIAL ADVISORS, INC.
BRIGHT FINANCIAL ADVISORS, INC.
PORTAGE, Michigan
·
3 registered advisors
·
CRD# 107931
SEC# 801-57192
0
269-373-2700
01
Firm Overview
AUM
$489M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BRIGHT FINANCIAL ADVISORS, INC.
3 registered advisors
Andrew Michael Price
PORTAGE, Michigan
CRD# 4549603
Brookes Lauren Welc
PORTAGE, Michigan
CRD# 6343101
Jeffrey James Bright
PORTAGE, Michigan
CRD# 1996200
05
Office Locations
PORTAGE, Michigan
3 advisors
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Data sourced from SEC Form ADV filings. BRIGHT FINANCIAL ADVISORS, INC. (CRD# 107931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.