BRIGHTPLAN LLC

SAN JOSE, California·6 registered advisors·CRD# 283790
SEC# 801-1082270408-933-6188
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
44
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Security ratings or pricing services
Compensation
Subscription fees
03

Specialties

Financial Planning
04

Advisors at BRIGHTPLAN LLC

6 registered advisors
Michael Christopher Kisch
LOS GATOS, California
Michael H Woods
SAN JOSE, California
Michael Thomas Mills
SAN JOSE, California
Naomi Lynn Kantrowitz
SAN JOSE, California
Robert Martin Wallace
SAN JOSE, California
Sayed Mohammed Darwish
SAN JOSE, California
05

Office Locations

SAN JOSE, California
5 advisors
LOS GATOS, California
1 advisor

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Data sourced from SEC Form ADV filings. BRIGHTPLAN LLC (CRD# 283790) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.