BRIGHTPATH WEALTH PLANNING, LLC - Financial Advisor in California, Camarillo

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

About 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

Firm CRD#:

160563

Firm SEC#:

801-122732

Assets Under Management:

$164,464,107

No. of Clients:

404

No. of Advisors:

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

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