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BRIGHTHAVEN FINANCIAL ADVISORS, LLC
CRD 318730
200 RUSSELL STREET NE, STE 300, HUNTSVILLE, AL, 35801, United States
Phone
256-763-7386
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.2M
Discretionary AUM
$58.2M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $56.8M |
| Charitable organizations | 1 | $120K |
| Corporations/business entities | 10 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD