$47.9M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 05-27-2015
- Office Locations
- 1
Office Locations
-- Boynton Beach FL
About Brightpath Financial, Inc.
BrightPath Financial is an independent RIA serving families of mid- to late-career executives and professionals with investment management, tax-focused strategies, and comprehensive financial planning. Portfolios lean heavily on ETFs alongside fixed income, with an emphasis on asset allocation and risk management. Custodied at Charles Schwab.
Team overview
57 AVG AGE
$47.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Peak peak Optima Element insight
Client Personas
Vector Alpha signal Delta
Custodian
Wave
Investment Themes
Element unison Foundation Ember crest
Investment Vehicles
Vertex vertex Fusion optima
Services
Prime Pathway ember Prime Vector value Value Glacier element Radial element Oak ridge
Technology
Foundation legacy
Owner & Executives
HARLAN ERIC FREEMAN
Advisor, Chief Compliance Officer, President
- CRD
- #6485104
- Ownership
- 75% or more
(337) 712-9083
meridian.matrix@unisoncapital.com
in linkedin.com/in/legacy-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,043,561 | -- |
| Non-Discretionary | $46,844,501 | -- |
| Total | $47,888,062 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,888,062
Equity - Exchange:
21.0% Other:
11.0% Cash:
7.1% U.S. Government/Agency:
12.8% Equity - OTC:
16.6% Corporate - Investment Grade:
18.4% Municipal Bonds:
13.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,358,317 | 21.0% |
| Other | $257,901,975 | 11.0% |
| Cash | $166,464,002 | 7.1% |
| U.S. Government/Agency | $300,104,117 | 12.8% |
| Equity - OTC | $389,197,527 | 16.6% |
| Corporate - Investment Grade | $431,399,668 | 18.4% |
| Municipal Bonds | $307,137,807 | 13.1% |
| Total | $2,344,563,413 | 100.0% |