$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Nederland CO
About Bright Future Advisors
Bright Future Advisors offers hands-on fractional CFO mentoring and outsourced finance support, including secure hosted QuickBooks Premier for real-time bookkeeping, payroll, and reporting, plus data-driven inventory/manufacturing workflow integration. The firm also provides retail wealth management and financial planning, with portfolios primarily using ETFs and cash and custody at Schwab.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
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Services
Available
Technology
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Owner & Executives
J
JOHN PETER OOYEN
Owner, President
- CRD
- #1556316
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,185,056 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,185,056 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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