BRIGHTPLAN LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Employees | 53 |
| Peak AUM | $8.2MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 53 | +6.0% | 0.0% | +8.7% | |
Key Metrics
| Total AUM | N |
| Employees | 53 |
| Client Range | More than 500 |
Contact & Location
Address
333 WEST SAN CARLOS STREET
SAN JOSE CA 95110
Phone
408-933-6188
Filing History
33 ADV Part 1 submissions
Fee Structure
Fixed Fees
Advisory Services
Financial PlanningPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported