BRIGHTPLAN LLC
CRD #283790 SEC #801-108227 SAN JOSE, CA 408-933-6188
SEC Registered
Total AUM
--
Discretionary
--
Employees
50
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $0 | $0 | $0 | 53 | 16,228 |
| Jun 2023 | $0 | $0 | $0 | 53 | 16,228 |
| Mar 2023 | $7.5M | $7.5M | $0 | 53 | 16,228 |
| Mar 2022 | $8.2M | $8.2M | $0 | 49 | 12,362 |
| Feb 2022 | $6.2M | $6.2M | $0 | 35 | 2,217 |
| Jun 2021 | $6.2M | $6.2M | $0 | 35 | 2,217 |
| May 2021 | $6.2M | $6.2M | $0 | 35 | 2,217 |
| Mar 2021 | $6.2M | $6.2M | $0 | 35 | 2,217 |
| Nov 2020 | $4.5M | $4.5M | $0 | 27 | 1,463 |
| Jul 2020 | $4.5M | $4.5M | $0 | 27 | 1,463 |
| Jul 2020 | $4.5M | $4.5M | $0 | 27 | 1,463 |
| Jun 2020 | $4.5M | $4.5M | $0 | 27 | 1,463 |
| Mar 2020 | $4.5M | $4.5M | $0 | 27 | 1,463 |
| Mar 2019 | $2.5M | $2.5M | $0 | 21 | 244 |
| Nov 2018 | $1.1M | $1.1M | $0 | 19 | 538 |
| Jun 2018 | $1.1M | $1.1M | $0 | 19 | 538 |
| Mar 2018 | $1.1M | $1.1M | $0 | 19 | 538 |
| Nov 2017 | $344K | $344K | $0 | 17 | 27 |
| Oct 2017 | $344K | $344K | $0 | 17 | 27 |
| Sep 2017 | $344K | $344K | $0 | 17 | 11 |
| Sep 2017 | $344K | $344K | $0 | 17 | 11 |
| Dec 2016 | $0 | $0 | $0 | 12 | 0 |
| Aug 2016 | $0 | $0 | $0 | 12 | 0 |
| Jul 2016 | $0 | $0 | $0 | 12 | 0 |
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees53
Clients16,228
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees53
Clients16,228
DateMar 2023
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees53
Clients16,228
DateMar 2022
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees49
Clients12,362
DateFeb 2022
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees35
Clients2,217
DateJun 2021
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees35
Clients2,217
DateMay 2021
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees35
Clients2,217
DateMar 2021
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees35
Clients2,217
DateNov 2020
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees27
Clients1,463
DateJul 2020
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees27
Clients1,463
DateJul 2020
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees27
Clients1,463
DateJun 2020
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees27
Clients1,463
DateMar 2020
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees27
Clients1,463
DateMar 2019
Total AUM$2.5M
Discretionary$2.5M
Non-Disc.$0
Employees21
Clients244
DateNov 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees19
Clients538
DateJun 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees19
Clients538
DateMar 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees19
Clients538
DateNov 2017
Total AUM$344K
Discretionary$344K
Non-Disc.$0
Employees17
Clients27
DateOct 2017
Total AUM$344K
Discretionary$344K
Non-Disc.$0
Employees17
Clients27
DateSep 2017
Total AUM$344K
Discretionary$344K
Non-Disc.$0
Employees17
Clients11
DateSep 2017
Total AUM$344K
Discretionary$344K
Non-Disc.$0
Employees17
Clients11
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0