BRIGHTPLAN LLC

Latest filing: Apr 25, 2024 (188 days ago)

AUM

$0
-100% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

44
-17% change vs. 1 year ago
26% change vs. 3 years ago
110% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

SAN JOSE, CA
333 WEST SAN CARLOS STREET, SAN JOSE, CA, UNITED STATES, 95110

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

3 active

Name Title
DE BEER, MARTHIN, FREDERICK CEO
KANTROWITZ, NAOMI, LYNN CCO

ADVDB.CO • SOURCE: SEC

Representatives

6 active representatives found

Name City State Exams Designations
DANIEL LEE SAN JOSE CA S65|2010-09-28 CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST
DANIEL STOKES SAN JOSE CA CERTIFIED FINANCIAL PLANNER
JOAN GONZALEZ SAN JOSE CA S63|2008-03-13 CERTIFIED FINANCIAL PLANNER
CHANTAL HERSEY SAN JOSE CA S65|2015-06-22 CERTIFIED FINANCIAL PLANNER
HALEIGH ALBERS SAN JOSE CA CERTIFIED FINANCIAL PLANNER
JAMES MITCHELL SAN JOSE CA S63|1999-03-04|S66|2005-06-14 CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.0 $0.0 0% 44 0 0%
2024-04-02 $0.0 $0.0 0% 44 0 0%
2023-04-04 $0.0 $0.0 -100% 53 -9 -17%
2022-04-01 $0.0 $0.0 -100% 49 -5 -10%
2021-04-05 $0.0 $0.0 -100% 35 9 26%
2020-04-01 $0.0 $0.0 -100% 27 17 63%
2019-04-01 $0.0 $0.0 -100% 21 23 110%
2018-04-02 $0.0 $0.0 -100% 19 25 132%
2017-04-01 $0.0 $0.0 0% 10 34 340%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, AL-11/08/2023, AR-11/08/2023, AZ-03/31/2021, CA-08/04/2016, CO-03/27/2020, CT-03/31/2021, DC-03/31/2021, DE-03/31/2021, FL-03/27/2020, GA-03/31/2021, HI-03/22/2023, IA-03/31/2021, ID-03/22/2023, IL-04/06/2020, IN-03/31/2021, KS-03/31/2021, KY-03/31/2021, LA-03/31/2021, MA-03/27/2020, MD-03/31/2021, ME-03/31/2021, MI-03/31/2021, MN-03/31/2021, MO-06/25/2018, MS-03/31/2021, MT-03/22/2023, NC-03/27/2020, NE-06/25/2018, NH-03/31/2021, NJ-04/08/2021, NM-03/22/2023, NV-03/31/2021, NY-03/27/2020, OH-03/31/2021, OK-03/31/2021, OR-03/31/2021, PA-03/27/2020, RI-03/22/2023, SC-03/31/2021, TN-03/27/2020, TX-06/25/2018, UT-03/27/2020, VA-03/27/2020, VT-03/31/2021, WA-03/27/2020, WI-03/31/2021, WV-11/08/2023
ADVISER ACTIVITIES
FINANCIAL PLANNING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV