BRIGHTPLAN LLC

SAN JOSE, California·3 registered advisors·CRD# 283790
SEC# 801-1082270408-933-6188
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
44
Total firm employees
Advisors
3
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

3 registered advisors
Michael H Woods
SAN JOSE, California
Naomi Lynn Kantrowitz
SAN JOSE, California
Robert Martin Wallace
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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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.