DAYBRIGHT ADVISORY SERVICES, INC.
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 133795
- Registered since
- April 16, 2015
- Custodians
- EMPOWER, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Daybright Advisory Services, Inc. is a SEC-registered corporate RIA (registered in 2015) that serves an institutional client base. The firm provides advisory services that include pension consulting and educational seminars/workshops. Its fee arrangements are flexible, incorporating percentage-of-AUM, hourly, and fixed-fee billing. Filings indicate the firm is not an active ESG investor and is not categorized as a multi-state adviser, though other records show a multi-office footprint (see Location & Offices).
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 Funds80%
- Exchange Traded Equities8%
- Investment Grade Corp Bonds5%
- Other4%
- US Government Bonds1%
Owners & executives
2 of 2MATTHEW RIORDAN
SVP, CFOCRD 1994424
patrick hale
President, CEOCRD 7092257
Contacts
3 of 23GARY SIMON
Regional Vice President of SalesCRD 5049096
Joshua Strause
Internal WholesalerCRD 5111427
STEPHEN COOMBS
Relationship ManagerCRD 2449381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$267M in ETFs
80%
$214M
16%
$53.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.2M | 81,470 | 19.90% |
Location
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 9350 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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