BRIGHTPLAN LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 283790).
Compensation: Fixed.
Clients served: Individuals, Charities.
| Name | Role | Location |
|---|---|---|
| Marthin Frederick De Beer | CEO | — |
| Naomi Lynn Kantrowitz | CCO | — |
| MILLS WILLIAM THOMAS | CCO AND CLO | — |
| WOODS MICHAEL H | CHIEF INVESTMENT OFFICER | — |
| ARMSTRONG JEREMY NIEL | CHIEF COMPLIANCE OFFICER | — |
| KANTROWITZ NAOMI LYNN | CCO | — |
| SCHLEIFER JUSTIN HAYES | CHIEF COMPLIANCE OFFICER | — |
| De Beer Marthin Frederick | CEO; CEO AND CCO; MANAGING MEMBER | — |
| Kisch Michael Christopher | COO | — |
| WALLACE ROBERT MARTIN | DIRECTOR | — |
| DARWISH SAYED MOHAMMED | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | — |