BRIGHT FINANCIAL ADVISORS, INC. of PORTAGE, MI is an SEC-registered investment adviser (CRD 107931). Regulatory assets under management: $725.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Andrew Michael Price | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| Brookes Lauren Welc | VICE PRESIDENT | — |
| BRIGHT JEFFREY JAMES | CHIEF INVESTMENT OFFICER/PRESIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PRICE MICHAEL | CHIEF COMPLIANCE OFFICER/PRESIDENT; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | — |
| WELC BROOKES LAUREN | VICE PRESIDENT | — |