BRIGHTWARD FINANCIAL LLC

Overview

Brightward Financial LLC is structured as a limited liability company that provides advisory services focused on individual and small-business clients. Its documented advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges fees through a mix of percentage-of-assets-under-management and fixed-fee arrangements. Regulatory and classification details in the available record are sparse: the year of SEC registration is not listed, the adviser is characterized as unclassified, and it is not identified as a capital allocator, multi-state adviser, or a related adviser. Brightward does not identify itself as an active ESG investor in the provided information.

Assets & Accounts

Location & Offices