Brightward Financial LLC

Overview

Brightward Financial LLC is a Colorado-based limited liability company that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is individually owned and uses a mix of percentage-of-AUM and fixed-fee billing. FINTRX reports Brightward as actively registered with the SEC; the registration year is unknown. The snapshot indicates the adviser does not present itself as an active ESG investor, is not a capital allocator, and is not listed as a multi-state adviser.

Assets & Accounts

Location & Offices