BRIGHT LEGACY LLC
Firm details
- Headquarters
- CHINO HILLS, California
- CRD number
- 318338
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.98%
- HNWI24.65%
- Pension & Profit Sharing Plans0.36%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bright Legacy LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients on a fee-for-assets basis and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. It does not market itself as an ESG-focused adviser, it is not structured as a multi-state or related adviser, and it does not operate as a capital allocator.
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
- Exchange Traded Equities75%
- US Government Bonds10%
- State & Local Bonds5%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1NANCY ETEMAD
Chief Operations OfficerCRD 3152182
Contacts
1 of 1Cristopher Cuevas
Financial AdvisorCRD 6594542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHINO HILLS, CA
SAN BERNARDINO
Location
CHINO HILLS, CA
Headquartered in CHINO HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- SAN BERNARDINO
- Address
- 15335 Fairfield Ranch Rd
- Time zone
- PT (UTC-8)
- Office locations
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