Bright Road Wealth Management, LLC is a leading investment advisory firm based out of Anchorage, AK. With over 350 individual clients and a remarkable $209,169,000 in assets under management, they have established a strong presence in the local financial market. Bright Road Wealth Management, LLC operates from three offices, strategically located to serve their diverse clientele.
While their investment advisory services encompass a wide range of offerings, including employer fund management, 401K, and individual accounts, these represent less than 30% of their extensive asset portfolio. The firm primarily focuses on discretionary...
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Assets Under Mgmt
$209.17M
Investment Professionals
7
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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