Maxwell
Gilliam
Bright Financial Advisors, Inc
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About this Advisor
Maxwell Gilliam is a financial advisor based in Portage, Michigan, working with Bright Financial Advisors, Inc. Maxwell has previously held positions at Bright Financial Advisors, Cottage Inn Pizza Corp, Moccia Lawn And Landscaping, Kroger, and as a full-time student. Maxwell is registered to provide services in Michigan. Currently, Maxwell is part of Bright Financial Advisors, Inc, which operates out of Portage, Michigan. The firm has 13 employees and manages assets totaling $489.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bright Financial Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bright Financial Advisors, Inc Brokerage Details
$489,227,164
13
2,546
$192,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Maxwell Gilliam Work History
Bright Financial Advisors
Cottage Inn Pizza Corp
Full Time Student
Moccia Lawn And Landscaping
Full Time Student
Kroger
Disclosures
Please visit the SEC profile of Maxwell Gilliam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bright Financial Advisors, Inc
Portage, MI
Portage, MI
Portage, MI
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