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Bryck & Bright Independent Financial Advisors Inc (Kalamazoo)


Bryck & Bright Independent Financial Advisors Inc is a large advisory firm based in Kalamazoo. It manages $41.25 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

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Bryck & Bright Independent Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bryck & Bright Independent Financial Advisors: assets under management

The assets under management (AUM) of Bryck & Bright Independent Financial Advisors Inc is $41.25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $41.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bryck & Bright Independent Financial Advisors Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kalamazoo

The principal office where Bryck & Bright Independent Financial Advisors Inc performs its advisory services is located at 471 West South Street, Kalamazoo, MI 49007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-373-2700 or by fax 616-345-5712. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.brightmoney.com.


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