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BRIGHT FINANCIAL ADVISORS, INC.
CRD 107931 · SEC 801-57192
450 W. CENTRE AVENUE, SUITE C, PORTAGE, MI, 49024, United States
Phone
269-373-2700
Fax
269-345-5712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$725.5M
Discretionary AUM
$725.5M
Team
12 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 440 | $160.7M |
| High net worth individuals | 223 | $564.6M |
| Charitable organizations | 2 | $216K |
States served
CA, CO, IL, LA, MI, NE, NY, ND, OH, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD