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Bright Legacy LLC

Headquartered in DIAMOND BAR, CA

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Firm Information

Bright Legacy LLC is an investment advisor registered with the SEC that provides portfolio management services to individuals and corporations. They manage approximately $6.75 million in assets for 115 clients, including 31 individual clients.

Bright Legacy LLC

$6.75M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BRIGHT LEGACY LLC has a total of 1 branch locations across the country.
location

DIAMOND BAR, CA

Advisors at Bright Legacy LLC

View All 1 Advisors
Unclaimed
Cristopher Evan Cuevas

RA

DIAMOND BAR, CA

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Disclosures

There are no public disclosures for Bright Legacy LLC.

Frequently Asked Questions (6)

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