Brighton Jones Llc (Seattle)
Brighton Jones Llc Is a Large Advisory Firm Based in Seattle. It Manages $5.3 Billion of Regulatory Assets for 1,718 Client Accounts. It Has Been Registered...
Brighton Jones LLC is a large advisory firm based in Seattle. It manages $5.3 billion of regulatory assets for 1,718 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Arizona, California, and 21 other states.
Brighton Jones provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
Brighton Jones: assets under management
The assets under management (AUM) of Brighton Jones LLC is $5.3 billion. The firm's AUM has grown by 5351% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $5.16 billion in discretionary accounts and $135.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $33.85 million.
Brighton Jones has custody of $4.96 billion in cash and securities for 1,659 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in investment and business development companies the most. They account for 71% of the total AUM. The second-largest asset type is exchange traded securities, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.
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