Brightworth Review

Trust Score 99%
Trust Score info_outline

Last updated: June 16th, 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.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,703,533
Hybrid Advisor No
Disciplinary History No
Total AUM $3.3 billion
Advisor / Client Ratio 1:73
Headquarters Atlanta, GA
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

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