Bright Financial Advisors, Inc.
Bright Financial Advisors, Inc. (CRD# 107931) is a financial advisory firm headquartered in Portage, MI. They manage $489,227,164 in 2,546 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management489MILLION
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Total Number of Accounts2,546ACCOUNTS
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Average Account Value$192,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, LA, MI, NE, OH, TN, TX, VA
Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 21 years of experience in the finance industry.
Brookes Welc (CRD# 6343101) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry.
Maxwell Gilliam (CRD# 7715981) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has 1 year of experience in the finance industry.