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BRIGHTPATH WEALTH PLANNING, LLC

Tel: 805-764-0335
5999 Ridge View Street
Suite B
Camarillo, California  93012

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BRIGHTPATH WEALTH PLANNING, LLC

BRIGHTPATH WEALTH PLANNING, LLC is a Camarillo, California based financial advisory firm with nearly $164,464,107 in assets under management and provides investment advisory services for 404 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

160563

SEC#:

801-122732

No. of Clients:

404

Assets under Management

$164,464,107

No. of Advisors:

4

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