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Last updated: December 6th, 2019. Data source: SEC filings.
Brightworth, federally registered in 1999, is a Registered Investment Advisor (RIA) in 37 state(s) with a licensed staff of 27 advisors. Brightworth manages $3.3 billion and provides investment advisory services for 1,958 clients (1:73 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||77%|
|Average Client Balance||$1,703,533|
|Total AUM||$3.3 billion|
|Advisor / Client Ratio||1:73|
|SEC Filings||Forms and Brochures (CRD # 109569)|
|State(s) Registered||AL, AK, AZ, AR, CA, CT, DE, FL, GA, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WV, WI|
Richard wrote: Does this company have a representative in PA?3 months ago
Brightworth is licensed in PA, but only have physical locations in GA and NC.
Richard wrote: Do they have a representative in the southern Louisiana market?4 months ago
We were unable to locate a physical office in Louisiana, but Brighthouse is registered to conduct business in your state and may be able to assist you remotely.