BRIGHTON ADVISORY GROUP
Firm details
- Headquarters
- ENCINO, California
- CRD number
- 134844
- Website
- www.brightonadvisory.com
- Fee structure
- Hourly Charges, Fixed Fees, Commissions
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brighton Advisory Group operates as a small, corporate insurance broker that supplements insurance distribution with financial planning and client education. Its business model blends paid advisory work—hourly and fixed fees—with commission-based insurance sales, so client engagements are likely a mix of project-based planning and product placement rather than ongoing discretionary portfolio management. The firm is not positioned as a capital allocator; it does not report multi-state advisory activity, has no ESG focus listed, and does not position itself as a pension consultant or related adviser. Manager allocation activity appears limited, with the firm relying on third-party managers when clients need access to specialty exposures.
Assets & Accounts
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
Contacts
1 of 1BARRY BOSCOE
PresidentCRD 829946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENCINO, CA
LOS ANGELES
Location
ENCINO, CA
Headquartered in ENCINO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 5704 Lindley Ave
- Time zone
- PT (UTC-8)
- Office locations
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