B
CRD: 311704
Bright Angel Advisors LLC
St. Paul, MN, 55112
6123720090
$224.1M Total AUM
$224.1M Disc. AUM
12.4% 3Y CAGR
4 Employees
35 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-24-2020
- Office Locations
- 1
Office Locations
3900 Northwoods Dr. Suite 350 St. Paul MN
About Bright Angel Advisors LLC
Bright Angel Advisors LLC is a St. Paul-based RIA. The firm has been operating for 5 years. Managing $224.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$112.1M AVG AUM / ADVISOR
$6.4M AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Fusion
Investment Themes
Meridian quantum Optima
Investment Vehicles
Crest
Services
Oak harbor Bridge Signal Timber pioneer
Owner & Executives
M
MICHAEL JAMES BARRETT
Managing Member
- CRD
- #4486728
- Ownership
- 75% or more
(341) 811-6649
ember.optima@meridiancapital.com
in linkedin.com/in/catalyst-delta
A
ANDREW PAUL SWEERE
Chief Compliance Officer
- CRD
- #7611356
- Ownership
- Less than 5%
(640) 801-9169
focus.delta@harborcapital.com
in linkedin.com/in/optima-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,115,580 | $2,114,298 |
| Non-Discretionary | $0 | -- |
| Total | $224,115,580 | $2,114,298 |
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Separately Managed Accounts
Total SMA Asset: $224,115,580
Equity - Exchange:
51.7% Public Funds:
10.1% U.S. Government/Agency:
23.1% Cash:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,220,879,879 | 51.7% |
| Public Funds | $238,508,448 | 10.1% |
| U.S. Government/Agency | $545,499,520 | 23.1% |
| Cash | $356,581,938 | 15.1% |
| Total | $2,361,469,785 | 100.0% |