Daybright Advisory Services, Inc.
● SEC registered since 2015CRD 133795SEC# 801-93173Miami, FL
Reg. AUM
$997.4M
Employees
10
Accounts
696
Location
Miami, FL
Daybright Advisory Services, Inc. assets under management
Daybright Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2015. It reports $997.4 million in regulatory assets under management and employs 10 people.
Daybright Advisory Services, Inc. owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacques Pierre Control | Senior Vice President & Secretary | Under 5% | 2023 |
| Matthew Gerard Riordan Control | Chief Financial Officer | Under 5% | 2016 |
| Megan E Schneider Control | Chairman & Treasurer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Daybright Advisory Services, Inc. manage?
Daybright Advisory Services, Inc. reports $997.4 million in regulatory assets under management on its Form ADV.
How many employees does Daybright Advisory Services, Inc. have?
Daybright Advisory Services, Inc. reports 10 employees.
Where is Daybright Advisory Services, Inc. located?
Daybright Advisory Services, Inc. is based in Miami, FL and has been SEC-registered since 2015.
Does Daybright Advisory Services, Inc. disclose fund performance?
Daybright Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9350 South Dixie Highway, Suite 1560, Miami, FL 33156 |
| Phone | 305-671-2200 |
| Fax | 305-670-6745 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$997.4M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$997.4Mregulatory AUM
Discretionary $742MNon-discretionary $255.4M