Brightpath Financial Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 327329
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Brightpath Financial Advisors, LLC is an independent registered investment advisor (RIA) that operates as a limited liability company. The firm focuses on providing financial planning services and portfolio management for both individuals and small businesses, as well as for larger institutions. With a client base primarily consisting of individuals and families, Brightpath Financial Advisors employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees. The firm does not engage in capital allocation or act as a pension consultant, and it does not actively pursue ESG investments.
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 Equities77%
- Cash & Cash Equivalents13%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1
Erik Schoener
President, CCOCRD 7767311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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