Brightwater Advisory

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4613 W North A St, Tampa, Florida, 33609...

Phone Number

(813) 251-6310

Revenue

$6.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Brightwater Advisory

Brightwater Advisory is a fiduciary investment management firm that oversees over $250 million in client capital. They focus on helping clients make sound financial decisions and manage their liquid assets according to personalized investment plans. The firm aims to support clients through various life stages and economic conditions, emphasizing communication and tailored strategies. Their services are designed for individuals seeking guidance in investment planning and decision-making.Explore more
Brightwater Advisory's Social MediaPopular Searchesbrightwater advisory LLCBrightwater AdvisoryBrightwateradvisoryBrightwaters Ventures LLCBrightwater Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Brightwater Advisory Org Chart

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KM
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Chief Financial Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Brightwater Advisory

$6.7M
1-10
Private
-
2013
KM
Kathleen MadduxChief Financial Officer
$6.7M
11-50
Private
-
1999
<$5M
11-50
Private
-
1988
AH
Ampeloquio HannahAssistant Manager
<$5M
1-10
Private
-
2003
AC
Angela ChismanChief Compliance Officer
<$5M
1-10
Private
-
-
CS
Conrad SeastrunkFinancial Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Brightwater Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Brightwater Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Brightwater Advisory.

Brightwater Advisory Tech Stack

A closer look at the technologies used by Brightwater Advisory

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Frequently Asked Questions Regarding Brightwater Advisory

What is Brightwater Advisory's official website?
Brightwater Advisory's official website is www.brightwateradvisory.com
What is Brightwater Advisory's Revenue?
Brightwater Advisory's revenue is $6.7 Million
What is Brightwater Advisory's SIC code?
Brightwater Advisory's SIC: 62,628
What is Brightwater Advisory's NAICS code?
Brightwater Advisory's NAICS: 52,523
How many employees does Brightwater Advisory have?
Brightwater Advisory has 1-10 employees
What industry does Brightwater Advisory belong to?
Brightwater Advisory is in the industry of: Finance, Securities Trading
What is Brightwater Advisory competition?
Brightwater Advisory top competitors include: Wealth Advisory Services, Seastrunk Financial Management, Ratcliff Financial Services, Vision Capital
What technology does Brightwater Advisory use?
Some of the popular technologies that Brightwater Advisory uses are: WordPress.org, PHP, Google Tag Manager, GoDaddy DNS
Who is the CFO of Brightwater Advisory?
Brightwater Advisory's CFO is Kathleen Maddux
How do I contact Brightwater Advisory?
Brightwater Advisory contact info: Phone number: (813) 251-6310 Website: www.brightwateradvisory.com
What does Brightwater Advisory do?

Brightwater Advisory is a fiduciary investment management firm that oversees over $250 million in client capital. They focus on helping clients make sound financial decisions and manage their liquid assets according to personalized investment plans. The firm aims to support clients through various life stages and economic conditions, emphasizing co... mmunication and tailored strategies. Their services are designed for individuals seeking guidance in investment planning and decision-making.Read More

What are Brightwater Advisory social media links?
Brightwater Advisory Linkedin page Brightwater Advisory Twitter page
Is Brightwater Advisory a public company?
Brightwater Advisory is private company therefore does not currently have an official ticker symbol
See more information about Brightwater Advisory

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