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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North atlasPathway +more
- Established Date
- 11-17-1999
- Office Locations
- 3
Office Locations
About Brightscape Investment Centers
Brightscape Investment Centers is a Miami-based advisory firm serving business owners, retirees, and tech executives with financial planning and portfolio management. Portfolios emphasize diversified asset allocation using ETFs and fixed income, alongside estate, tax, insurance, and retirement planning. The firm uses the Black Diamond platform and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Amanda Marie Wray
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #6957678
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
KENNETH TURNER
Financial Advisor, General Partner
- CRD
- #5262392
ERIC JOSHUA WEISS
Financial Advisor, General Partner
- CRD
- #2794607
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,749,761 | -- |
| Non-Discretionary | $84,499,454 | -- |
| Total | $131,249,215 | -- |
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Separately Managed Accounts
Total SMA Asset: $131,249,215
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,070,630,862 | 26.9% |
| Equity - Exchange | $401,984,078 | 10.1% |
| Municipal Bonds | $342,283,473 | 8.6% |
| Other | $449,744,563 | 11.3% |
| Cash | $593,026,016 | 14.9% |
| Corporate - Investment Grade | $919,389,328 | 23.1% |
| U.S. Government/Agency | $202,982,059 | 5.1% |
| Total | $3,980,040,379 | 100.0% |