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BRIGHTVIEW FINANCIAL SOLUTIONS
BRIGHTVIEW FINANCIAL SOLUTIONS, LLC
CRD 300080
118 GRAND STREET, REDWOOD CITY, CA, 94062, United States
Phone
650-517-5719
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.3M
Discretionary AUM
$42.3M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.4M |
| High net worth individuals | 18 | $41.0M |
All web addresses on file
Official SEC filing: View on IAPD