BRIGHT FINANCIAL ADVISORS, INC.
CRD #107931 SEC #801-57192 PORTAGE, MI 269-373-2700
SEC Registered
Total AUM
$570.1M
Discretionary
$570.1M
Employees
12
Clients
251
Accounts
2,495
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BRIGHT, JEFFREY, JAMES | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| BRIGHT, JEFFREY, JAMES | I | CHIEF INVESTMENT OFFICER/PRESIDENT | D | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| PRICE, ANDREW, MICHAEL | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | C | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | B | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | B | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | A | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | A | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | A | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | A | Control |
| WELC, BROOKES, LAUREN | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Apr 21, 2025 REGISTERED
Notice Filings (13)
CA CO FL IL LA MI ND NE NY OH TN TX VA
Address
450 W. CENTRE AVENUESUITE C
PORTAGE, MI 49024
United States
Phone: 269-373-2700