Bright Financial Advisors, Inc.
● SEC registered since 2000CRD 107931SEC# 801-57192Portage, MI
Reg. AUM
$725.5M
Employees
12
Accounts
3,619
Location
Portage, MI
Bright Financial Advisors, Inc. assets under management
Bright Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Portage, MI. The firm has been registered since 2000. It reports $725.5 million in regulatory assets under management and employs 12 people.
Bright Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Michael Price Control | Chief Compliance Officer/President | Over 75% | 2019 |
| Brookes Lauren Welc Control | Vice President | 10-25% | 2021 |
Frequently asked questions
How much does Bright Financial Advisors, Inc. manage?
Bright Financial Advisors, Inc. reports $725.5 million in regulatory assets under management on its Form ADV.
How many employees does Bright Financial Advisors, Inc. have?
Bright Financial Advisors, Inc. reports 12 employees.
Where is Bright Financial Advisors, Inc. located?
Bright Financial Advisors, Inc. is based in Portage, MI and has been SEC-registered since 2000.
Does Bright Financial Advisors, Inc. disclose fund performance?
Bright Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 W. Centre Avenue, Suite C, Portage, MI 49024 |
| Phone | 269-373-2700 |
| Fax | 269-345-5712 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$725.5M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$725.5Mregulatory AUM
Discretionary $725.5M