$25.9M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · SSG · Vanguard
- Clients
- Retail
- Platforms
- Fusion vectorAlpha optima
- Established Date
- 08-04-2011
- Office Locations
- 1
Office Locations
-- Chicago IL
About Bright Lantern Financial LLC
Bright Lantern Financial is a fee-only RIA in Chicago providing portfolio management and financial planning for individuals and families working toward retirement, home purchase, and education goals. Portfolios are implemented primarily with ETFs and complemented by high-quality fixed income, reflecting an asset-allocation approach.
Team overview
-- AVG AGE
$25.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
14.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Focus
Custodian
Vital Value north Matrix
Fund Managers
Wave
Investment Themes
Legacy pathway Vector wave
Investment Vehicles
Timber Crest beacon
Services
Vertex Legacy Fusion legacy Zenith
Technology
Pathway Summit
Owner & Executives
B
BRIAN FELIX WOLF
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer
- CRD
- #5924899
- Ownership
- 75% or more
(563) 972-3048
pioneer.atlas@momentumcapital.com
in linkedin.com/in/pathway-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,874,854 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,874,854 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,874,854
Equity - Exchange:
27.8% U.S. Government/Agency:
39.6% Corporate - Investment Grade:
13.2% Municipal Bonds:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $873,383,089 | 27.8% |
| U.S. Government/Agency | $1,244,099,651 | 39.6% |
| Corporate - Investment Grade | $414,699,884 | 13.2% |
| Municipal Bonds | $609,483,162 | 19.4% |
| Total | $3,141,665,786 | 100.0% |