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BOOKMAN BRIGHT, INC.

CRD 292262

Visit website

209 DELBURG ST., SUITE 205, DAVIDSON, NC, 28036, United States

Phone

704-256-6016

Fax

704-256-6017

Registration

— (—)

Source

State registered

Total AUM

$22.6M

Discretionary AUM

$22.6M

Team

2 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISORS

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals87$22.6M

All web addresses on file

Official SEC filing: View on IAPD