BRIGHT FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- PORTAGE, Michigan
- CRD number
- 107931
- Registered since
- January 20, 2000
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.83%
- Individuals22.14%
- Charitable Organizations0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bright Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and operating since 2000. The business serves both individual/family and institutional clients and combines financial planning with portfolio management for individuals, small businesses, and institutions. The firm also conducts insurance brokerage and accounting activities alongside its advisory services. Its pricing options include asset-based fees, hourly charges, and flat fees. Bright Financial does not identify as an ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities5%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1ANDREW PRICE
President and Chief Compliance OfficerCRD 4549603
Contacts
1 of 1BROOKES WELC
Vice President of Financial PlanningCRD 6343101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$213M in ETFs
89%
$189M
11%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $35.8M | 361,118 | 16.80% |
Location
PORTAGE, MI
KALAMAZOO
Location
PORTAGE, MI
Headquartered in PORTAGE, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- KALAMAZOO
- Address
- 450 W Centre Ave
- Time zone
- ET (UTC-5)
- Office locations
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