Benjamin J Malick

CFA

Bright Portfolios, LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Bright Portfolios, LLC

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

1 client

Average Client Portfolio

$81.1M average

Assets Under Management

$81.1M

Fee Structure

Financial Planning:Investment management only

Location

11 SE 2nd St, Lee'S Summit, MO, 64063

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Benjamin is a co-owner/chief investment officer at Bright Portfolios, LLC, and an investment adviser representative/financial advisor at Wise Wealth, LLC, dedicating about 10-20% of his time to each. He also owns Three Nine Investments, LLC, a holding company, which takes nearly full-time hours.