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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail
- Platforms
- ValueHarbor +more
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Brightview Financial Solutions
Brightview Financial Solutions is an independent RIA serving technology professionals—especially women in tech—with planning and portfolio management focused on equity compensation (stock options) and career transitions. The firm provides comprehensive financial planning, including tax planning, retirement, and estate considerations, and builds diversified portfolios using mutual funds and ETFs with an asset-allocation approach, custodied at Schwab.
Team overview
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Asset Classes
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CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Sheila Marie McGinn
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6728493
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,340,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,340,928 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,340,928
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $534,196,585 | 37.4% |
| Equity - Exchange | $739,876,554 | 51.8% |
| Cash | $154,259,976 | 10.8% |
| Total | $1,428,333,115 | 100.0% |