Bright Angel Advisors LLC

RIASEC Registered
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$2.1M
Accounts
106
Employees
4
Advisory reps
2

Firm details

Headquarters
Saint Paul, Minnesota
CRD number
311704
Registered since
December 24, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI98.13%
  • Individuals1.87%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bright Angel Advisors LLC is an independent, individual-owned RIA that provides portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2020) and bills clients via a combination of percentage-of-AUM and fixed fees. Its documented client base is concentrated on high-net-worth individuals and families. The firm reports an industry affiliation with an accountant and does not identify itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 40%, US Government Bonds 5%, Cash & Cash Equivalents 1%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds40%
  • US Government Bonds5%
  • Cash & Cash Equivalents1%

Contacts

2 of 2

  • Michael Barrett

    Managing MemberCRD 4486728

  • Andrew Sweere

    Andrew Sweere

    CCOCRD 7611356

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Saint Paul, MN

Ramsey

Location

Saint Paul, MN

Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
3900 Northwoods Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth