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, privately owned registered investment adviser that has been SEC-registered since 2000. The firm serves a mix of individual and family clients as well as institutional accounts, and it charges for advice via asset-based fees alongside hourly and fixed-price engagements. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutions. In addition to advisory work, the firm operates insurance brokerage and accounting activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds86%
- Exchange Traded Equities6%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$233M in ETFs
88%
$206M
11%
$27.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $35.4M | 374,575 | 15.18% |
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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